Alta Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Buy |
7,161
+20
| +0.3% | +$1.28K | 0.22% | 73 |
|
|
2025
Q1 | $441K | Buy |
7,141
+20
| +0.3% | +$1.24K | 0.2% | 87 |
|
|
2024
Q4 | $437K | Sell |
7,121
-572
| -7% | -$35.1K | 0.19% | 95 |
|
|
2024
Q3 | $482K | Buy |
7,693
+194
| +3% | +$12.2K | 0.22% | 87 |
|
|
2024
Q2 | $432K | Sell |
7,499
-670
| -8% | -$38.6K | 0.22% | 86 |
|
|
2024
Q1 | $474K | Buy |
8,169
+22
| +0.3% | +$1.28K | 0.24% | 80 |
|
|
2023
Q4 | $438K | Sell |
8,147
-250
| -3% | -$13.5K | 0.24% | 85 |
|
|
2023
Q3 | $416K | Hold |
8,397
| – | – | 0.25% | 96 |
|
|
2023
Q2 | $433K | Buy |
8,397
+20
| +0.2% | +$1.03K | 0.25% | 100 |
|
|
2023
Q1 | $419K | Buy |
8,377
+23
| +0.3% | +$1.15K | 0.26% | 101 |
|
|
2022
Q4 | $418K | Buy |
8,354
+1,636
| +24% | +$81.8K | 0.28% | 103 |
|
|
2022
Q3 | $299K | Buy |
6,718
+35
| +0.5% | +$1.56K | 0.21% | 119 |
|
|
2022
Q2 | $318K | Buy |
6,683
+1,369
| +26% | +$65.1K | 0.22% | 116 |
|
|
2022
Q1 | $284K | Sell |
5,314
-1,330
| -20% | -$71.1K | 0.17% | 129 |
|
|
2021
Q4 | $369K | Buy |
6,644
+28
| +0.4% | +$1.56K | 0.23% | 118 |
|
|
2021
Q3 | $332K | Buy |
6,616
+25
| +0.4% | +$1.26K | 0.24% | 119 |
|
|
2021
Q2 | $332K | Buy |
6,591
+26
| +0.4% | +$1.31K | 0.24% | 118 |
|
|
2021
Q1 | $317K | Buy |
6,565
+29
| +0.4% | +$1.4K | 0.27% | 116 |
|
|
2020
Q4 | $293K | Buy |
+6,536
| New | +$293K | 0.25% | 114 |
|