WDG
Wealth Dimensions Group’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $850K | Buy |
6,403
+16
| +0.3% | +$2.13K | 0.19% | 71 |
|
|
2025
Q1 | $858K | Sell |
6,387
-36
| -0.6% | -$4.84K | 0.2% | 63 |
|
|
2024
Q4 | $843K | Sell |
6,423
-151
| -2% | -$19.8K | 0.21% | 63 |
|
|
2024
Q3 | $888K | Buy |
6,574
+849
| +15% | +$115K | 0.22% | 53 |
|
|
2024
Q2 | $693K | Buy |
5,725
+152
| +3% | +$18.4K | 0.2% | 63 |
|
|
2024
Q1 | $686K | Hold |
5,573
| – | – | 0.2% | 64 |
|
|
2023
Q4 | $653K | Sell |
5,573
-68
| -1% | -$7.97K | 0.21% | 62 |
|
|
2023
Q3 | $607K | Sell |
5,641
-183
| -3% | -$19.7K | 0.22% | 62 |
|
|
2023
Q2 | $660K | Sell |
5,824
-82
| -1% | -$9.29K | 0.24% | 57 |
|
|
2023
Q1 | $692K | Sell |
5,906
-154
| -3% | -$18K | 0.27% | 49 |
|
|
2022
Q4 | $731K | Buy |
6,060
+7
| +0.1% | +$844 | 0.3% | 49 |
|
|
2022
Q3 | $649K | Sell |
6,053
-240
| -4% | -$25.7K | 0.32% | 44 |
|
|
2022
Q2 | $740K | Sell |
6,293
-479
| -7% | -$56.3K | 0.35% | 45 |
|
|
2022
Q1 | $868K | Sell |
6,772
-40
| -0.6% | -$5.13K | 0.4% | 44 |
|
|
2021
Q4 | $835K | Sell |
6,812
-10
| -0.1% | -$1.23K | 0.41% | 43 |
|
|
2021
Q3 | $783K | Buy |
6,822
+7
| +0.1% | +$803 | 0.5% | 39 |
|
|
2021
Q2 | $795K | Buy |
6,815
+813
| +14% | +$94.8K | 0.54% | 35 |
|
|
2021
Q1 | $685K | Sell |
6,002
-247
| -4% | -$28.2K | 0.53% | 37 |
|
|
2020
Q4 | $601K | Buy |
+6,249
| New | +$601K | 0.52% | 37 |
|