VSM Wealth Advisory’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

VSM Wealth Advisory’s Portfolio ETG Stock Details ETG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.4K	Hold	909	–	–	0.01%	299
2026 Q1	$18.3K	Buy	+909	New	+$20.4K	0.01%	300
2025 Q4	–	Sell	-822	Closed	-$17.4K	–	464
2025 Q3	$17.4K	Buy	822 +48	+6%	+$1K	0.01%	288
2025 Q2	$16.2K	Buy	774 +187	+32%	+$3.58K	0.01%	332
2025 Q1	$10.7K	Buy	587 +299	+104%	+$5.59K	﹤0.01%	340
2024 Q4	$5.25K	Buy	+288	New	+$5.48K	﹤0.01%	390

Other funds holding ETG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

VSM Wealth Advisory's ETG Position: Q2 2026 in Review

VSM Wealth Advisory held its Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) position steady in Q2 2026 at 909 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #299.

VSM Wealth Advisory first reported a position in ETG in Q4 2024 and has held it in 6 quarters since. 142 funds tracked by Wall St. Rank hold ETG as of Q2 2026.

VSM Wealth Advisory held 909 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $21.4K as of Q2 2026.
VSM Wealth Advisory left its Eaton Vance Tax-Advantaged Global Dividend Income Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Advantaged Global Dividend Income Fund made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #299 holding.
VSM Wealth Advisory first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q4 2024 and has held it in 6 quarters since.
142 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.