Vermillion & White Wealth Management Group’s iShares Core High Dividend ETF HDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,900	Closed	-$94.9K	–	255
2025 Q4	$94.9K	Buy	3,900 +1,250	+47%	+$30.4K	0.05%	102
2025 Q3	$64.9K	Hold	2,650	–	–	0.04%	130
2025 Q2	$62.1K	Hold	2,650	–	–	0.04%	121
2025 Q1	$64.2K	Sell	2,650 -1,735	-40%	-$40.6K	0.05%	106
2024 Q4	$98.5K	Buy	4,385 +35	+0.8%	+$822	0.07%	88
2024 Q3	$102K	Sell	4,350 -190	-4%	-$4.35K	0.08%	85
2024 Q2	$98.7K	Hold	4,540	–	–	0.07%	86
2024 Q1	$100K	Sell	4,540 -810	-15%	-$17K	0.08%	81
2023 Q4	$109K	Buy	+5,350	New	+$105K	0.11%	60

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Vermillion & White Wealth Management Group's HDV Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of iShares Core High Dividend ETF (HDV) in Q1 2026, closing a stake of 3,900 shares — an estimated $94.9K sold.

Vermillion & White Wealth Management Group first reported a position in HDV in Q4 2023 and held it in 9 quarters. The position peaked at $109K in Q4 2023. 863 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining iShares Core High Dividend ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 3,900 iShares Core High Dividend ETF shares in Q1 2026, an estimated $94.9K.
Vermillion & White Wealth Management Group first reported a position in iShares Core High Dividend ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's iShares Core High Dividend ETF position peaked at $109K in Q4 2023.
863 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.