VWWMG
HDV

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return