Beaumont Financial Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13.4M | Buy |
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|
2025
Q2 | $12.5M | Buy |
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|
2025
Q1 | $11.9M | Buy |
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|
2024
Q4 | $11.7M | Buy |
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|
2024
Q3 | $11.6M | Buy |
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|
2024
Q2 | $10.6M | Buy |
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|
2024
Q1 | $10.4M | Sell |
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|
2023
Q4 | $12M | Sell |
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|
2023
Q3 | $12.5M | Buy |
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|
2023
Q2 | $12.9M | Buy |
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|
2023
Q1 | $11.5M | Sell |
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|
2022
Q4 | $11.5M | Sell |
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|
2022
Q3 | $13M | Sell |
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|
2022
Q2 | $14.1M | Buy |
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|
2022
Q1 | $15.5M | Buy |
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|
2021
Q4 | $15.6M | Buy |
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|
2021
Q3 | $13.2M | Buy |
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|
2021
Q2 | $12.7M | Buy |
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|
2021
Q1 | $11.3M | Buy |
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|
2020
Q4 | $4.01M | Sell |
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|
2020
Q3 | $5.93M | Buy |
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|
2020
Q2 | $5.01M | Buy |
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|
2020
Q1 | $3.92M | Buy |
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|
2019
Q4 | $794K | Buy |
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|
2019
Q3 | $665K | Buy |
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|
2019
Q2 | $643K | Hold |
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|
2019
Q1 | $618K | Sell |
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|
2018
Q4 | $599K | Sell |
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|
2018
Q3 | $766K | Hold |
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|
2018
Q2 | $709K | Buy |
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|
2018
Q1 | $555K | Buy |
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|
2017
Q4 | $217K | Buy |
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