VCM
Vision Capital Management’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Hold |
3,099
| – | – | 0.05% | 105 |
|
|
2025
Q1 | $416K | Hold |
3,099
| – | – | 0.06% | 100 |
|
|
2024
Q4 | $407K | Buy |
3,099
+50
| +2% | +$6.57K | 0.06% | 100 |
|
|
2024
Q3 | $412K | Hold |
3,049
| – | – | 0.06% | 102 |
|
|
2024
Q2 | $369K | Hold |
3,049
| – | – | 0.05% | 102 |
|
|
2024
Q1 | $376K | Sell |
3,049
-26
| -0.8% | -$3.2K | 0.06% | 100 |
|
|
2023
Q4 | $360K | Buy |
+3,075
| New | +$360K | 0.06% | 99 |
|
|
2023
Q3 | – | Sell |
-1,962
| Closed | -$222K | – | 80 |
|
|
2023
Q2 | $222K | Sell |
1,962
-58
| -3% | -$6.57K | 0.04% | 100 |
|
|
2023
Q1 | $237K | Buy |
+2,020
| New | +$237K | 0.04% | 99 |
|