Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $5.8M | Sell |
92,470
-968
| -1% | -$60.7K | 3.12% | 11 |
|
|
2024
Q2 | $5.38M | Sell |
93,438
-1,442
| -2% | -$83.1K | 3.08% | 10 |
|
|
2024
Q1 | $5.51M | Sell |
94,880
-2,495
| -3% | -$145K | 3.32% | 11 |
|
|
2023
Q4 | $5.24M | Buy |
97,375
+409
| +0.4% | +$22K | 3.56% | 9 |
|
|
2023
Q3 | $4.8M | Buy |
96,966
+479
| +0.5% | +$23.7K | 3.65% | 9 |
|
|
2023
Q2 | $4.97M | Buy |
96,487
+450
| +0.5% | +$23.2K | 3.76% | 9 |
|
|
2023
Q1 | $4.8M | Sell |
96,037
-384
| -0.4% | -$19.2K | 3.9% | 7 |
|
|
2022
Q4 | $4.82M | Sell |
96,421
-2,913
| -3% | -$146K | 4.2% | 5 |
|
|
2022
Q3 | $4.42M | Sell |
99,334
-2,434
| -2% | -$108K | 4.16% | 6 |
|
|
2022
Q2 | $4.85M | Sell |
101,768
-497
| -0.5% | -$23.7K | 4.47% | 5 |
|
|
2022
Q1 | $5.46M | Sell |
102,265
-1,363
| -1% | -$72.8K | 4.32% | 5 |
|
|
2021
Q4 | $5.76M | Buy |
+103,628
| New | +$5.76M | 4.67% | 5 |
|