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Fidelity core divid etf shares owned by Shared Vision Wealth Group

Quarter-by-quarter ownership of Fidelity core divid etf (FDVV) shares owned by Shared Vision Wealth Group from 13F filings

Historical chart of Shared Vision Wealth Group investment in Fidelity core divid etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity core divid etf held by Shared Vision Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity core divid etf by Shared Vision Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $258k 5.7k 45.31
2023-12-31 $241k 5.7k 42.28

More positions owned by Shared Vision Wealth Group

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Tech Etf (IYW)
Broadcom (AVGO)

View all positions for Shared Vision Wealth Group

Top funds holding Fidelity core divid etf

Commonwealth Equity Services
Advisor Group Holdings
Bank of America Corporation
Wells Fargo & Company
Childress Capital Advisors
Kestra Advisory Services
McIlrath & Eck
Jpmorgan Chase & Co
Jane Street
Mascoma Wealth Management
Lakeridge Wealth Management
Cambridge Investment Research Advisors
Arden Trust
Raymond James Financial Services Advisors
Lincoln National

View all funds holding Fidelity core divid etf