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

Vermillion & White Wealth Management Group’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,450	Closed	-$463K	–	543
2025 Q1	$463K	Sell	3,450 -500	-13%	-$67K	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%	-$37.7K	0.39%	41
2023 Q4	$501K	Buy	+4,272	New	+$470K	0.49%	30

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vermillion & White Wealth Management Group's DVY Position: Q2 2025 in Review

Vermillion & White Wealth Management Group sold out of iShares Select Dividend ETF (DVY) in Q2 2025, closing a stake of 3,450 shares — an estimated $463K sold.

Vermillion & White Wealth Management Group first reported a position in DVY in Q4 2023 and held it in 6 quarters. The position peaked at $534K in Q3 2024. 1,296 funds tracked by Wall St. Rank hold DVY as of Q2 2025.

Vermillion & White Wealth Management Group reported no remaining iShares Select Dividend ETF position as of Q2 2025 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 3,450 iShares Select Dividend ETF shares in Q2 2025, an estimated $463K.
Vermillion & White Wealth Management Group first reported a position in iShares Select Dividend ETF in Q4 2023 and held it in 6 quarters.
Vermillion & White Wealth Management Group's iShares Select Dividend ETF position peaked at $534K in Q3 2024.
1,296 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2025.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2025, filed 13 Aug 2025.