WA
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Waverly Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History

Waverly Advisors’s Portfolio FDVV Stock Details FDVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$990K Buy
19,029
+1,055
+6% +$54.9K 0.01% 618
2025
Q1 		$892K Buy
17,974
+596
+3% +$29.6K 0.01% 632
2024
Q4 		$868K Buy
17,378
+11,952
+220% +$597K 0.01% 549
2024
Q3 		$275K Buy
+5,426
New +$275K 0.01% 704