Visionary Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $301K | Sell |
11,080
-20
| -0.2% | -$532 | 0.01% | 524 |
|
|
2025
Q4 | $270K | Buy |
11,100
+40
| +0.4% | +$973 | 0.01% | 520 |
|
|
2025
Q3 | $271K | Sell |
11,060
-1,010
| -8% | -$24.4K | 0.01% | 509 |
|
|
2025
Q2 | $283K | Buy |
12,070
+1,690
| +16% | +$38.9K | 0.01% | 470 |
|
|
2025
Q1 | $251K | Sell |
10,380
-1,790
| -15% | -$41.8K | 0.02% | 481 |
|
|
2024
Q4 | $273K | Buy |
12,170
+85
| +0.7% | +$2K | 0.02% | 457 |
|
|
2024
Q3 | $284K | Buy |
12,085
+10
| +0.1% | +$229 | 0.02% | 441 |
|
|
2024
Q2 | $262K | Sell |
12,075
-3,465
| -22% | -$75.4K | 0.02% | 436 |
|
|
2024
Q1 | $343K | Buy |
15,540
+1,705
| +12% | +$35.8K | 0.02% | 389 |
|
|
2023
Q4 | $282K | Buy |
13,835
+20
| +0.1% | +$394 | 0.02% | 401 |
|
|
2023
Q3 | $273K | Sell |
13,815
-650
| -4% | -$13.3K | 0.02% | 381 |
|
|
2023
Q2 | $292K | Sell |
14,465
-500
| -3% | -$10.1K | 0.02% | 368 |
|
|
2023
Q1 | $304K | Buy |
14,965
+430
| +3% | +$8.83K | 0.03% | 354 |
|
|
2022
Q4 | $303K | Sell |
14,535
-1,125
| -7% | -$23K | 0.03% | 315 |
|
|
2022
Q3 | $286K | Sell |
15,660
-265
| -2% | -$5.36K | 0.03% | 306 |
|
|
2022
Q2 | $320K | Buy |
15,925
+1,035
| +7% | +$21.9K | 0.03% | 310 |
|
|
2022
Q1 | $318K | Buy |
14,890
+245
| +2% | +$5.08K | 0.03% | 317 |
|
|
2021
Q4 | $296K | Buy |
14,645
+150
| +1% | +$2.94K | 0.02% | 295 |
|
|
2021
Q3 | $273K | Hold |
14,495
| – | – | 0.03% | 257 |
|
|
2021
Q2 | $280K | Buy |
14,495
+515
| +4% | +$10K | 0.03% | 275 |
|
|
2021
Q1 | $265K | Hold |
13,980
| – | – | 0.03% | 273 |
|
|
2020
Q4 | $245K | Sell |
13,980
-700
| -5% | -$11.9K | 0.03% | 262 |
|
|
2020
Q3 | $236K | Sell |
14,680
-870
| -6% | -$14.5K | 0.03% | 221 |
|
|
2020
Q2 | $252K | Sell |
15,550
-1,625
| -9% | -$26.2K | 0.04% | 193 |
|
|
2020
Q1 | $246K | Buy |
17,175
+3,245
| +23% | +$57.3K | 0.05% | 166 |
|
|
2019
Q4 | $273K | Buy |
+13,930
| New | +$266K | 0.05% | 173 |
|
Other funds holding HDV
