VPP
Vertex Planning Partners’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Sell |
2,598
-85
| -3% | -$9.96K | 0.06% | 150 |
|
|
2025
Q1 | $325K | Sell |
2,683
-48
| -2% | -$5.81K | 0.07% | 137 |
|
|
2024
Q4 | $307K | Sell |
2,731
-128
| -4% | -$14.4K | 0.07% | 145 |
|
|
2024
Q3 | $336K | Hold |
2,859
| – | – | 0.08% | 119 |
|
|
2024
Q2 | $311K | Hold |
2,859
| – | – | 0.08% | 117 |
|
|
2024
Q1 | $315K | Sell |
2,859
-22
| -0.8% | -$2.43K | 0.09% | 120 |
|
|
2023
Q4 | $294K | Sell |
2,881
-464
| -14% | -$47.3K | 0.09% | 120 |
|
|
2023
Q3 | $331K | Sell |
3,345
-104
| -3% | -$10.3K | 0.11% | 97 |
|
|
2023
Q2 | $348K | Sell |
3,449
-22
| -0.6% | -$2.22K | 0.12% | 89 |
|
|
2023
Q1 | $353K | Buy |
3,471
+23
| +0.7% | +$2.34K | 0.13% | 78 |
|
|
2022
Q4 | $359K | Buy |
+3,448
| New | +$359K | 0.14% | 93 |
|