Back to EVT
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → EVT
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC EVT Position History
Eaton Vance Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
10
Latest value
$1.4M
Q3 2026
Peak value
$5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.8M |
| Q3 2025 | $2M |
| Q4 2025 | $5M |
| Q4 2025 | $2.1M |
| Q1 2026 | $3.6M |
| Q1 2026 | $1.2M |
| Q2 2026 | $4.2M |
| Q2 2026 | $1.4M |
| Q3 2026 | $4.4M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 45.7K | — | — |
| Q3 2026 | $4.4M | 159.9K | — | — |
| Q2 2026 | $1.4M | 45.3K | — | — |
| Q2 2026 | $4.2M | 153.9K | — | — |
| Q1 2026 | $1.2M | 45.9K | — | — |
| Q1 2026 | $3.6M | 146.2K | — | — |
| Q4 2025 | $2.1M | 71.7K | — | — |
| Q4 2025 | $5M | 193.5K | — | — |
| Q3 2025 | $2M | 73.4K | — | — |
| Q3 2025 | $4.8M | 194.4K | — | — |
Other funds holding EVT
$27.4M
$23.9M
$23.8M
$23M