Beacon Bridge Wealth Partners’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 | $3.97M | Sell |
62,164
-1,737
| -3% | -$111K | 1.58% | 19 |
|
|
2025
Q1 | $3.95M | Buy |
63,901
+198
| +0.3% | +$12.2K | 1.68% | 17 |
|
|
2024
Q4 | $3.91M | Sell |
63,703
-4,139
| -6% | -$254K | 1.66% | 18 |
|
|
2024
Q3 | $4.25M | Buy |
67,842
+9,318
| +16% | +$584K | 1.83% | 19 |
|
|
2024
Q2 | $3.37M | Buy |
58,524
+7,665
| +15% | +$442K | 1.55% | 20 |
|
|
2024
Q1 | $2.95M | Buy |
50,859
+8,785
| +21% | +$510K | 1.39% | 24 |
|
|
2023
Q4 | $2.26M | Buy |
42,074
+31,583
| +301% | +$1.7M | 1.13% | 25 |
|
|
2023
Q3 | $520K | Buy |
+10,491
| New | +$520K | 0.27% | 47 |
|