Wealthcare Advisory Partners’s iShares Select Dividend ETF DVY Stock Holding History

Wealthcare Advisory Partners’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.51M	Sell	26,420 -1,058	-4%	-$141K	0.08%	204
2025 Q1	$3.69M	Sell	27,478 -89	-0.3%	-$12K	0.1%	179
2024 Q4	$3.62M	Buy	27,567 +1,014	+4%	+$133K	0.1%	170
2024 Q3	$3.59M	Buy	26,553 +2,937	+12%	+$397K	0.1%	176
2024 Q2	$2.86M	Buy	23,616 +1,855	+9%	+$224K	0.09%	185
2024 Q1	$2.68M	Buy	21,761 +3,403	+19%	+$419K	0.09%	192
2023 Q4	$2.15M	Buy	18,358 +573	+3%	+$67.2K	0.09%	186
2023 Q3	$1.91M	Buy	17,785 +973	+6%	+$105K	0.09%	180
2023 Q2	$1.9M	Buy	16,812 +496	+3%	+$56.2K	0.09%	185
2023 Q1	$1.91M	Buy	16,316 +1,273	+8%	+$149K	0.08%	185
2022 Q4	$1.81M	Buy	15,043 +2,131	+17%	+$257K	0.09%	174
2022 Q3	$1.38M	Buy	12,912 +408	+3%	+$43.7K	0.08%	188
2022 Q2	$1.47M	Buy	12,504 +101	+0.8%	+$11.9K	0.09%	149
2022 Q1	$1.59M	Buy	12,403 +437	+4%	+$56K	0.1%	126
2021 Q4	$1.47M	Buy	11,966 +1,846	+18%	+$226K	0.09%	138
2021 Q3	$1.16M	Buy	10,120 +1,918	+23%	+$220K	0.08%	166
2021 Q2	$956K	Buy	8,202 +3,059	+59%	+$357K	0.06%	206
2021 Q1	$587K	Buy	5,143 +524	+11%	+$59.8K	0.04%	261
2020 Q4	$444K	Sell	4,619 -408	-8%	-$39.2K	0.04%	250
2020 Q3	$410K	Sell	5,027 -213	-4%	-$17.4K	0.05%	229
2020 Q2	$423K	Sell	5,240 -185	-3%	-$14.9K	0.05%	197
2020 Q1	$399K	Buy	5,425 +280	+5%	+$20.6K	0.06%	182
2019 Q4	$544K	Buy	5,145 +20	+0.4%	+$2.12K	0.07%	169
2019 Q3	$522K	Hold	5,125	–	–	0.08%	146
2019 Q2	$510K	Hold	5,125	–	–	0.08%	142
2019 Q1	$503K	Buy	5,125 +197	+4%	+$19.3K	0.09%	134
2018 Q4	$440K	Buy	4,928 +16	+0.3%	+$1.43K	0.09%	126
2018 Q3	$490K	Hold	4,912	–	–	0.09%	120
2018 Q2	$480K	Buy	4,912 +1,015	+26%	+$99.2K	0.09%	126
2018 Q1	$371K	Buy	3,897 +85	+2%	+$8.09K	0.08%	131
2017 Q4	$376K	Sell	3,812 -274	-7%	-$27K	0.1%	116
2017 Q3	$383K	Buy	+4,086	New	+$383K	0.11%	101