Back to EVT

Johnson & White Wealth Management, LLC → EVT

Johnson & White Wealth Management, LLC EVT Position History

Eaton Vance Tax-Advantaged Dividend Income Fund • Financial Services

Quarters held
4
Latest value
$271K
Q3 2026
Peak value
$374K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$351K
Q1 2026$332K
Q2 2026$374K
Q3 2026$271K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$271K9.7K——
Q2 2026$374K13.5K——
Q1 2026$332K13.5K——
Q4 2025$351K14.0K——

Other funds holding EVT

Other Johnson & White Wealth Management, LLC positions

PDI

PIMCO ETF TR

$14M
PDI

PIMCO ETF TR

$12.3M
ETHA

ISHARES TR

$12.3M
ETHA

ISHARES TR

$11.7M
ETHA

ISHARES TR

$11.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$11.1M
PDI

PIMCO ETF TR

$10.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$10.6M
Johnson & White Wealth Management, LLC EVT Holdings: 13F Position History | Track13F