Guardian Wealth Advisors (North Carolina)’s iShares Core High Dividend ETF HDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Hold
880
0.01% 364
2025
Q1
$107K Hold
880
0.01% 343
2024
Q4
$98.8K Hold
880
0.01% 339
2024
Q3
$104K Hold
880
0.01% 282
2024
Q2
$95.7K Buy
+880
New +$95.7K 0.01% 275