Fidelity core divid etf shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Fidelity core divid etf (FDVV) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in Fidelity core divid etf
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Quarterly reported holdings in Fidelity core divid etf by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 26k | 55.71 |
| 2025-06-30 | $1.2M | 24k | 52.02 |
| 2025-03-31 | $1.2M | 24k | 49.60 |
| 2024-12-31 | $1.1M | 22k | 50.48 |
| 2024-09-30 | $1.1M | 23k | 50.65 |
| 2024-06-30 | $971k | 21k | 46.78 |
| 2024-03-31 | $402k | 8.9k | 45.31 |
| 2023-12-31 | $365k | 8.6k | 42.28 |
| 2023-09-30 | $303k | 7.8k | 38.59 |
| 2023-06-30 | $312k | 7.8k | 39.74 |
| 2023-03-31 | $299k | 7.8k | 38.08 |
| 2022-12-31 | $293k | 7.8k | 37.30 |