Valued Retirements, Inc. FDVV Holdings History
Valued Retirements, Inc.'s Fidelity High Dividend ETF Holding Summary
As of 2025-03-31, Valued Retirements, Inc. held 81,537.00 shares of Fidelity High Dividend ETF(FDVV), totaling $4.04 Mil. This investment constitutes 5.32% of their stock portfolio, and Valued Retirements, Inc. now holds 0.08% of the outstanding Fidelity High Dividend ETF(FDVV) stock.
The initial trade took place in 2024Q3. And since then Valued Retirements, Inc. has made 2 purchases of FDVV, at an average price of $49.45, for a total of 81,537.00 shares. Based on historical transaction data and FDVV's current price of $53.66, Valued Retirements, Inc.'s estimated gain on his FDVV holdings is $343,232.48, reflecting a 8.51% gain to date.
Valued Retirements, Inc. FDVV ($53.66) Holding Chart
Valued Retirements, Inc. FDVV ($53.66) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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