VWM
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Vermillion Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.71M Buy
140,016
+13,620
+11% +$361K 1.77% 11
2025
Q1
$3.53M Buy
126,396
+2,847
+2% +$79.6K 1.04% 24
2024
Q4
$3.38M Buy
+123,549
New +$3.38M 1.73% 13