Brandywine Oak Private Wealth’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
Q2 | $984K | Hold |
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|
2025
Q1 | $951K | Sell |
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|
2024
Q4 | $962K | Hold |
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|
2024
Q3 | $983K | Sell |
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|
2024
Q2 | $928K | Hold |
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|
2024
Q1 | $935K | Hold |
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|
2023
Q4 | $867K | Hold |
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|
2023
Q3 | $798K | Sell |
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|
2023
Q2 | $849K | Hold |
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|
2023
Q1 | $824K | Hold |
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|
2022
Q4 | $824K | Hold |
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|
2022
Q3 | $732K | Hold |
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|
2022
Q2 | $784K | Buy |
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|
2022
Q1 | $783K | Hold |
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|
2021
Q4 | $815K | Sell |
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|
2021
Q3 | $738K | Buy |
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|
2021
Q2 | $727K | Hold |
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|
2021
Q1 | $697K | Buy |
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|
2020
Q4 | $575K | Hold |
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|
2020
Q3 | $511K | Sell |
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|
2020
Q2 | $495K | Buy |
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|
2020
Q1 | – | Hold |
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