Vermillion & White Wealth Management Group’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 | $62.1K | Hold |
530
| – | – | 0.04% | 121 |
|
|
2025
Q1 | $64.2K | Sell |
530
-347
| -40% | -$42K | 0.05% | 106 |
|
|
2024
Q4 | $98.5K | Buy |
877
+7
| +0.8% | +$786 | 0.07% | 88 |
|
|
2024
Q3 | $102K | Sell |
870
-38
| -4% | -$4.47K | 0.08% | 85 |
|
|
2024
Q2 | $98.7K | Hold |
908
| – | – | 0.07% | 86 |
|
|
2024
Q1 | $100K | Sell |
908
-162
| -15% | -$17.9K | 0.08% | 81 |
|
|
2023
Q4 | $109K | Buy |
+1,070
| New | +$109K | 0.11% | 60 |
|