BerganKDV Wealth Management’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
2023
Q2
$22K Hold
2023
Q1
$21.3K Hold
2022
Q4
$21.4K Hold
2022
Q3
$19K Buy
2020
Q4
Sell
2020
Q3
$1K Buy
2020
Q2
$1K Hold
2020
Q1
$1K Sell
2019
Q4
$39K Sell
2019
Q3
$48K Buy
2019
Q2
$47K Buy
2019
Q1
$45K Sell
2018
Q4
$107K Buy
2018
Q3
$117K Sell
2018
Q2
$112K Buy
2017
Q1
Sell
2016
Q4
$256K Hold
2016
Q3
$244K Buy