VisionPoint Advisory Group’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,015
| Closed | -$133K | – | 233 |
|
|
2024
Q4 | $133K | Hold |
1,015
| – | – | 0.05% | 217 |
|
|
2024
Q3 | $137K | Hold |
1,015
| – | – | 0.05% | 203 |
|
|
2024
Q2 | $123K | Sell |
1,015
-35
| -3% | -$4.23K | 0.04% | 199 |
|
|
2024
Q1 | $129K | Hold |
1,050
| – | – | 0.05% | 191 |
|
|
2023
Q4 | $123K | Hold |
1,050
| – | – | 0.05% | 176 |
|
|
2023
Q3 | $113K | Hold |
1,050
| – | – | 0.05% | 178 |
|
|
2023
Q2 | $119K | Buy |
+1,050
| New | +$119K | 0.05% | 159 |
|