VWA
Valued Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Sell |
1,725
-17
| -1% | -$1.99K | 0.11% | 37 |
|
|
2025
Q1 | $211K | Sell |
1,742
-9
| -0.5% | -$1.09K | 0.13% | 35 |
|
|
2024
Q4 | $197K | Buy |
1,751
+1,735
| +10,844% | +$195K | 0.12% | 38 |
|
|
2024
Q3 | $1.88K | Hold |
16
| – | – | ﹤0.01% | 377 |
|
|
2024
Q2 | $1.74K | Hold |
16
| – | – | ﹤0.01% | 383 |
|
|
2024
Q1 | $1.76K | Buy |
+16
| New | +$1.76K | ﹤0.01% | 372 |
|