Fidelity core divid etf shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Fidelity core divid etf (FDVV) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Fidelity core divid etf
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Quarterly reported holdings in Fidelity core divid etf by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.4M | 47k | 52.02 |
| 2025-03-31 | $1.9M | 39k | 49.60 |
| 2024-12-31 | $2.0M | 40k | 49.94 |
| 2024-09-30 | $2.1M | 42k | 50.65 |
| 2024-06-30 | $2.1M | 46k | 46.78 |
| 2024-03-31 | $2.1M | 46k | 45.31 |
| 2023-12-31 | $2.0M | 47k | 42.28 |
| 2023-09-30 | $2.0M | 52k | 38.59 |
| 2023-06-30 | $2.2M | 33k | 65.39 |
| 2023-03-31 | $332k | 800 | 415.24 |
| 2022-12-31 | $2.1M | 55k | 37.30 |
| 2022-09-30 | $1.8M | 56k | 33.02 |
| 2022-06-30 | $2.0M | 57k | 35.92 |
| 2022-03-31 | $2.4M | 57k | 41.63 |
| 2021-12-31 | $2.4M | 59k | 40.30 |
| 2021-09-30 | $2.2M | 11k | 208.00 |
| 2021-06-30 | $2.4M | 65k | 37.69 |
| 2021-03-31 | $2.4M | 66k | 35.54 |
| 2020-12-31 | $2.5M | 78k | 32.11 |
| 2020-09-30 | $4.9M | 178k | 27.71 |