Vantage Financial Partners (Wisconsin)’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 | $361K | Buy |
3,084
+19
| +0.6% | +$2.23K | 0.08% | 133 |
|
|
2025
Q1 | $371K | Sell |
3,065
-1,251
| -29% | -$152K | 0.09% | 120 |
|
|
2024
Q4 | $485K | Sell |
4,316
-349
| -7% | -$39.2K | 0.12% | 104 |
|
|
2024
Q3 | $549K | Sell |
4,665
-572
| -11% | -$67.3K | 0.14% | 101 |
|
|
2024
Q2 | $569K | Sell |
5,237
-12
| -0.2% | -$1.3K | 0.15% | 75 |
|
|
2024
Q1 | $578K | Buy |
5,249
+277
| +6% | +$30.5K | 0.16% | 74 |
|
|
2023
Q4 | $507K | Buy |
+4,972
| New | +$507K | 0.15% | 69 |
|