WWA
WCG Wealth Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
33,949
-414
| -1% | -$18.5K | 0.1% | 182 |
|
|
2025
Q1 | $1.53M | Sell |
34,363
-8,856
| -20% | -$395K | 0.12% | 161 |
|
|
2024
Q4 | $1.89M | Sell |
43,219
-1,430
| -3% | -$62.4K | 0.12% | 153 |
|
|
2024
Q3 | $2.03M | Sell |
44,649
-6,772
| -13% | -$308K | 0.14% | 156 |
|
|
2024
Q2 | $2.1M | Sell |
51,421
-2,885
| -5% | -$118K | 0.16% | 134 |
|
|
2024
Q1 | $2.29M | Sell |
54,306
-3,167
| -6% | -$134K | 0.19% | 113 |
|
|
2023
Q4 | $2.33M | Sell |
57,473
-12,877
| -18% | -$522K | 0.17% | 119 |
|
|
2023
Q3 | $2.63M | Buy |
70,350
+4,369
| +7% | +$163K | 0.19% | 116 |
|
|
2023
Q2 | $2.65M | Sell |
65,981
-2,091
| -3% | -$83.8K | 0.31% | 66 |
|
|
2023
Q1 | $2.73M | Sell |
68,072
-696
| -1% | -$28K | 0.35% | 62 |
|
|
2022
Q4 | $2.74M | Buy |
68,768
+2,103
| +3% | +$83.9K | 0.38% | 60 |
|
|
2022
Q3 | $2.62M | Sell |
66,665
-11,657
| -15% | -$459K | 0.35% | 63 |
|
|
2022
Q2 | $3.04M | Buy |
+78,322
| New | +$3.04M | 0.42% | 55 |
|