Valeo Financial Advisors’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Sell |
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|
2025
Q1 | $3.42M | Sell |
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|
2024
Q4 | $3.51M | Sell |
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|
2024
Q3 | $3.68M | Buy |
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|
2024
Q2 | $3.35M | Buy |
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|
2024
Q1 | $1.77M | Buy |
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|
2023
Q4 | $1.62M | Sell |
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|
2023
Q3 | $1.79M | Buy |
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|
2023
Q2 | $1.68M | Buy |
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|
2023
Q1 | $1.69M | Sell |
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|
2022
Q4 | $1.82M | Buy |
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|
2022
Q3 | $1.54M | Buy |
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|
2022
Q2 | $1.68M | Buy |
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|
2022
Q1 | $1.6M | Buy |
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|
2021
Q4 | $1.36M | Buy |
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|
2021
Q3 | $1.03M | Buy |
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|
2021
Q2 | $862K | Sell |
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|
2021
Q1 | $856K | Buy |
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|
2020
Q4 | $698K | Buy |
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|
2020
Q3 | $525K | Buy |
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|
2020
Q2 | $388K | Buy |
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|
2020
Q1 | $323K | Sell |
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|
2019
Q4 | $407K | Buy |
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|
2019
Q3 | $327K | Buy |
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|
2019
Q2 | $308K | Buy |
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|
2019
Q1 | $121K | Buy |
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|
2018
Q4 | $67K | Buy |
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|
2018
Q3 | $70K | Sell |
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|
2018
Q2 | $81K | Buy |
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|
2018
Q1 | $27K | Hold |
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|
2017
Q4 | $29K | Hold |
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|
2017
Q3 | $28K | Buy |
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