VisionPoint Advisory Group’s iShares Select Dividend ETF DVY Stock Holding History

VisionPoint Advisory Group’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	-$4.25K	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	+$120K	0.05%	159

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VisionPoint Advisory Group's DVY Position: Q1 2025 in Review

VisionPoint Advisory Group sold out of iShares Select Dividend ETF (DVY) in Q1 2025, closing a stake of 1,015 shares — an estimated $133K sold.

VisionPoint Advisory Group first reported a position in DVY in Q2 2023 and held it in 7 quarters. The position peaked at $137K in Q3 2024. 1,313 funds tracked by Wall St. Rank hold DVY as of Q1 2025.

VisionPoint Advisory Group reported no remaining iShares Select Dividend ETF position as of Q1 2025 after selling out during the quarter.
VisionPoint Advisory Group sold 1,015 iShares Select Dividend ETF shares in Q1 2025, an estimated $133K.
VisionPoint Advisory Group first reported a position in iShares Select Dividend ETF in Q2 2023 and held it in 7 quarters.
VisionPoint Advisory Group's iShares Select Dividend ETF position peaked at $137K in Q3 2024.
1,313 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2025.

Based on VisionPoint Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.