WWA
WCG Wealth Advisors’s Fidelity High Dividend ETF FDVV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.38M | Sell |
84,247
-3,738
| -4% | -$194K | 0.28% | 93 |
|
2025
Q1 | $4.36M | Sell |
87,985
-986
| -1% | -$48.9K | 0.33% | 85 |
|
2024
Q4 | $4.44M | Buy |
88,971
+3,262
| +4% | +$163K | 0.29% | 95 |
|
2024
Q3 | $4.34M | Buy |
85,709
+374
| +0.4% | +$18.9K | 0.29% | 94 |
|
2024
Q2 | $3.99M | Buy |
85,335
+2,778
| +3% | +$130K | 0.3% | 84 |
|
2024
Q1 | $3.74M | Buy |
82,557
+34,021
| +70% | +$1.54M | 0.31% | 74 |
|
2023
Q4 | $2.05M | Buy |
48,536
+12,764
| +36% | +$540K | 0.15% | 134 |
|
2023
Q3 | $1.38M | Buy |
+35,772
| New | +$1.38M | 0.1% | 166 |
|