WA
Waverly Advisors’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Buy |
3,901
+1
| +0% | +$82 | ﹤0.01% | 945 |
|
|
2025
Q1 | $315K | Buy |
3,900
+330
| +9% | +$26.6K | ﹤0.01% | 907 |
|
|
2024
Q4 | $288K | Buy |
3,570
+371
| +12% | +$29.9K | ﹤0.01% | 833 |
|
|
2024
Q3 | $262K | Buy |
3,199
+241
| +8% | +$19.7K | ﹤0.01% | 717 |
|
|
2024
Q2 | $218K | Hold |
2,958
| – | – | ﹤0.01% | 747 |
|
|
2024
Q1 | $232K | Hold |
2,958
| – | – | 0.01% | 622 |
|
|
2023
Q4 | $218K | Buy |
+2,958
| New | +$218K | 0.01% | 409 |
|