Angeles Wealth Management’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 | $18.2K | Buy |
+285
| New | +$18.2K | ﹤0.01% | 402 |
|
|
2024
Q1 | – | Sell |
-517
| Closed | -$27.8K | – | 298 |
|
|
2023
Q4 | $27.8K | Buy |
517
+17
| +3% | +$915 | ﹤0.01% | 236 |
|
|
2023
Q3 | $24.8K | Hold |
500
| – | – | ﹤0.01% | 212 |
|
|
2023
Q2 | $25.8K | Hold |
500
| – | – | ﹤0.01% | 208 |
|
|
2023
Q1 | $25K | Sell |
500
-1,000
| -67% | -$50K | ﹤0.01% | 194 |
|
|
2022
Q4 | $75K | Buy |
+1,500
| New | +$75K | 0.01% | 186 |
|