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Banque Cantonale Vaudoise’s iShares Core Dividend ETF DIVB Stock Holding History

Banque Cantonale Vaudoise’s Portfolio DIVB Stock Details DIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-850
Closed -$38K – 813
2024
Q2 		$38K Hold
850
– – ﹤0.01% 830
2024
Q1 		$38K Hold
850
– – ﹤0.01% 818
2023
Q4 		$35K Hold
850
– – ﹤0.01% 848
2023
Q3 		$32K Hold
850
– – ﹤0.01% 1017
2023
Q2 		$33K Hold
850
– – ﹤0.01% 1015
2023
Q1 		$32K Hold
850
– – ﹤0.01% 1016
2022
Q4 		$32K Hold
850
– – ﹤0.01% 1009
2022
Q3 		$29K Hold
850
– – ﹤0.01% 1056
2022
Q2 		$31K Buy
+850
New +$33.2K ﹤0.01% 1074

Other funds holding DIVB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Banque Cantonale Vaudoise's DIVB Position: Q3 2024 in Review

Banque Cantonale Vaudoise sold out of iShares Core Dividend ETF (DIVB) in Q3 2024, closing a stake of 850 shares — an estimated $38K sold.

Banque Cantonale Vaudoise first reported a position in DIVB in Q2 2022 and held it in 9 quarters. The position peaked at $38K in Q2 2024. 99 funds tracked by Wall St. Rank hold DIVB as of Q3 2024.

  • Banque Cantonale Vaudoise reported no remaining iShares Core Dividend ETF position as of Q3 2024 after selling out during the quarter.
  • Banque Cantonale Vaudoise sold 850 iShares Core Dividend ETF shares in Q3 2024, an estimated $38K.
  • Banque Cantonale Vaudoise first reported a position in iShares Core Dividend ETF in Q2 2022 and held it in 9 quarters.
  • Banque Cantonale Vaudoise's iShares Core Dividend ETF position peaked at $38K in Q2 2024.
  • 99 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2024.

Based on Banque Cantonale Vaudoise's 13F filing for Q3 2024, filed 8 Nov 2024.