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JGP Wealth Management, LLC → EVT
JGP Wealth Management, LLC EVT Position History
Eaton Vance Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
4
Latest value
$529K
Q3 2026
Peak value
$529K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $477K |
| Q1 2026 | $465K |
| Q2 2026 | $524K |
| Q3 2026 | $529K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $529K | 18.9K | — | — |
| Q2 2026 | $524K | 18.9K | — | — |
| Q1 2026 | $465K | 18.9K | — | — |
| Q4 2025 | $477K | 18.9K | — | — |
Other funds holding EVT
$27.4M
$23.9M
$23.8M
$23M