Fidelity core divid etf shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Fidelity core divid etf (FDVV) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Fidelity core divid etf
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Quarterly reported holdings in Fidelity core divid etf by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $683k | 12k | 58.75 |
| 2025-12-31 | $6.7k | 118 | 56.69 |
| 2025-09-30 | $6.6k | 118 | 55.71 |
| 2025-06-30 | $6.1k | 118 | 52.02 |
| 2025-03-31 | $5.9k | 118 | 49.60 |
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