VPP
HDV

Vertex Planning Partners’s iShares Core High Dividend ETF HDV Stock Holding History

Vertex Planning Partners’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 		$203K Sell
7,475
-3,940
-35% -$105K 0.04% 134
2025
Q4 		$278K Sell
11,415
-1,070
-9% -$26K 0.06% 110
2025
Q3 		$306K Sell
12,485
-505
-4% -$12.2K 0.06% 159
2025
Q2 		$304K Sell
12,990
-425
-3% -$9.79K 0.06% 150
2025
Q1 		$325K Sell
13,415
-240
-2% -$5.61K 0.07% 137
2024
Q4 		$307K Sell
13,655
-640
-4% -$15K 0.07% 145
2024
Q3 		$336K Hold
14,295
– – 0.08% 119
2024
Q2 		$311K Hold
14,295
– – 0.08% 117
2024
Q1 		$315K Sell
14,295
-110
-0.8% -$2.31K 0.09% 120
2023
Q4 		$294K Sell
14,405
-2,320
-14% -$45.7K 0.09% 120
2023
Q3 		$331K Sell
16,725
-520
-3% -$10.6K 0.11% 97
2023
Q2 		$348K Sell
17,245
-110
-0.6% -$2.21K 0.12% 89
2023
Q1 		$353K Buy
17,355
+115
+0.7% +$2.36K 0.13% 78
2022
Q4 		$359K Buy
+17,240
New +$353K 0.14% 93

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Wells Fargo
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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