Vermillion & White Wealth Management Group’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$463K Sell
2024
Q4
$519K Hold
2024
Q3
$534K Hold
2024
Q2
$478K Hold
2024
Q1
$487K Sell
2023
Q4
$501K Buy