DWM
Diversify Wealth Management’s Invesco Variable Rate Preferred ETF VRP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $673K | Buy |
27,411
+9,663
| +54% | +$237K | 0.04% | 327 |
|
|
2025
Q1 | $425K | Buy |
17,748
+728
| +4% | +$17.4K | 0.03% | 380 |
|
|
2024
Q4 | $411K | Buy |
17,020
+4,629
| +37% | +$112K | 0.03% | 378 |
|
|
2024
Q3 | $301K | Buy |
12,391
+3,573
| +41% | +$86.8K | 0.03% | 398 |
|
|
2024
Q2 | $208K | Buy |
+8,818
| New | +$208K | 0.03% | 407 |
|