Vertex Planning Partners’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Sell |
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|
2025
Q1 | $325K | Sell |
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|
2024
Q4 | $307K | Sell |
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|
2024
Q3 | $336K | Hold |
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|
2024
Q2 | $311K | Hold |
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|
2024
Q1 | $315K | Sell |
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|
2023
Q4 | $294K | Sell |
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|
2023
Q3 | $331K | Sell |
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|
2023
Q2 | $348K | Sell |
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|
2023
Q1 | $353K | Buy |
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|
2022
Q4 | $359K | Buy |
|