VAG
VisionPoint Advisory Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.76M | Buy |
+41,999
| New | +$1.76M | 0.38% | 72 |
|
2023
Q4 | – | Sell |
-14
| Closed | -$468 | – | 790 |
|
2023
Q3 | $468 | Buy |
+14
| New | +$468 | ﹤0.01% | 631 |
|
2019
Q2 | – | Sell |
-32,824
| Closed | -$990K | – | 130 |
|
2019
Q1 | $990K | Buy |
+32,824
| New | +$990K | 0.28% | 51 |
|