WMA
West Michigan 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 | $277K | Buy |
6,191
+8
| +0.1% | +$358 | 0.08% | 182 |
|
|
2025
Q1 | $276K | Sell |
6,183
-651
| -10% | -$29K | 0.09% | 158 |
|
|
2024
Q4 | $298K | Sell |
6,834
-51
| -0.7% | -$2.23K | 0.09% | 156 |
|
|
2024
Q3 | $313K | Buy |
6,885
+1,137
| +20% | +$51.7K | 0.09% | 141 |
|
|
2024
Q2 | $234K | Buy |
5,748
+183
| +3% | +$7.46K | 0.07% | 163 |
|
|
2024
Q1 | $235K | Sell |
5,565
-77,398
| -93% | -$3.27M | 0.08% | 158 |
|
|
2023
Q4 | $3.36M | Buy |
82,963
+1,340
| +2% | +$54.4K | 1.28% | 16 |
|
|
2023
Q3 | $3.05M | Buy |
+81,623
| New | +$3.05M | 1.63% | 17 |
|