Arkadios 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 | $9.94M | Sell |
155,517
-1,009
| -0.6% | -$64.5K | 0.29% | 60 |
|
|
2025
Q1 | $9.67M | Buy |
156,526
+22,775
| +17% | +$1.41M | 0.37% | 51 |
|
|
2024
Q4 | $8.2M | Sell |
133,751
-534
| -0.4% | -$32.8K | 0.45% | 43 |
|
|
2024
Q3 | $8.42M | Buy |
134,285
+4,166
| +3% | +$261K | 0.48% | 39 |
|
|
2024
Q2 | $7.5M | Buy |
130,119
+110,617
| +567% | +$6.37M | 0.51% | 39 |
|
|
2024
Q1 | $1.13M | Buy |
19,502
+3,656
| +23% | +$212K | 0.09% | 219 |
|
|
2023
Q4 | $853K | Buy |
15,846
+8,953
| +130% | +$482K | 0.07% | 252 |
|
|
2023
Q3 | $341K | Buy |
+6,893
| New | +$341K | 0.03% | 443 |
|
|
2022
Q2 | – | Sell |
-3,810
| Closed | -$203K | – | 555 |
|
|
2022
Q1 | $203K | Sell |
3,810
-350
| -8% | -$18.6K | 0.03% | 530 |
|
|
2021
Q4 | $231K | Buy |
4,160
+9
| +0.2% | +$500 | 0.03% | 502 |
|
|
2021
Q3 | $208K | Sell |
4,151
-35,880
| -90% | -$1.8M | 0.03% | 496 |
|
|
2021
Q2 | $2.02M | Buy |
40,031
+1,542
| +4% | +$77.6K | 0.25% | 112 |
|
|
2021
Q1 | $1.86M | Buy |
38,489
+4,709
| +14% | +$227K | 0.31% | 84 |
|
|
2020
Q4 | $1.51M | Buy |
33,780
+33,515
| +12,647% | +$1.5M | 0.32% | 84 |
|
|
2020
Q3 | $11K | Sell |
265
-224
| -46% | -$9.26K | 0.01% | 730 |
|
|
2020
Q2 | $18.8K | Buy |
489
+3
| +0.6% | +$115 | 0.01% | 550 |
|
|
2020
Q1 | $15.8K | Hold |
486
| – | – | 0.01% | 536 |
|
|
2019
Q4 | $20.9K | Buy |
+486
| New | +$20.9K | 0.01% | 447 |
|