Vermillion & White Wealth Management Group’s iShares Convertible Bond ETF ICVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.2K | Sell |
568
-178
| -24% | -$16K | 0.03% | 138 |
|
|
2025
Q1 | $62.4K | Buy |
746
+629
| +538% | +$52.6K | 0.05% | 111 |
|
|
2024
Q4 | $9.94K | Hold |
117
| – | – | 0.01% | 234 |
|
|
2024
Q3 | $9.79K | Buy |
117
+16
| +16% | +$1.34K | 0.01% | 225 |
|
|
2024
Q2 | $7.94K | Hold |
101
| – | – | 0.01% | 236 |
|
|
2024
Q1 | $8.06K | Sell |
101
-24
| -19% | -$1.92K | 0.01% | 228 |
|
|
2023
Q4 | $9.82K | Buy |
+125
| New | +$9.82K | 0.01% | 179 |
|