Vermillion & White Wealth Management Group’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,450
| Closed | -$463K | – | 543 |
|
|
2025
Q1 | $463K | Sell |
3,450
-500
| -13% | -$67.1K | 0.34% | 36 |
|
|
2024
Q4 | $519K | Hold |
3,950
| – | – | 0.38% | 40 |
|
|
2024
Q3 | $534K | Hold |
3,950
| – | – | 0.39% | 41 |
|
|
2024
Q2 | $478K | Hold |
3,950
| – | – | 0.36% | 42 |
|
|
2024
Q1 | $487K | Sell |
3,950
-322
| -8% | -$39.7K | 0.39% | 41 |
|
|
2023
Q4 | $501K | Buy |
+4,272
| New | +$501K | 0.49% | 30 |
|