Fidelity core divid etf shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of Fidelity core divid etf (FDVV) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth Advisors investment in Fidelity core divid etf
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Quarterly reported holdings in Fidelity core divid etf by Core Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 22k | 55.71 |
| 2025-06-30 | $1.1M | 21k | 52.02 |
| 2025-03-31 | $967k | 20k | 49.60 |
| 2024-12-31 | $808k | 16k | 49.94 |
| 2024-09-30 | $742k | 15k | 50.65 |
| 2024-06-30 | $593k | 13k | 46.78 |
| 2024-03-31 | $510k | 11k | 45.31 |
| 2023-09-30 | $430k | 11k | 38.59 |
| 2023-06-30 | $433k | 11k | 39.74 |
| 2023-03-31 | $392k | 10k | 38.08 |
| 2022-12-31 | $280k | 7.5k | 37.30 |
| 2022-09-30 | $112k | 3.4k | 32.92 |
| 2022-06-30 | $47k | 1.3k | 35.69 |
| 2022-03-31 | $33k | 782 | 42.20 |
| 2021-12-31 | $37k | 915 | 40.44 |
| 2021-09-30 | $34k | 915 | 37.16 |
| 2021-06-30 | $34k | 915 | 37.16 |
| 2021-03-31 | $69k | 1.9k | 35.49 |
| 2020-12-31 | $55k | 1.7k | 32.33 |
| 2020-09-30 | $62k | 2.2k | 27.88 |
| 2020-06-30 | $128k | 4.7k | 27.01 |
| 2020-03-31 | $1.5M | 65k | 22.91 |
| 2019-12-31 | $1.7M | 53k | 32.46 |