BOPW
Brandywine Oak Private Wealth’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $984K | Hold |
15,391
| – | – | 0.09% | 106 |
|
|
2025
Q1 | $951K | Sell |
15,391
-295
| -2% | -$18.2K | 0.09% | 106 |
|
|
2024
Q4 | $962K | Hold |
15,686
| – | – | 0.09% | 102 |
|
|
2024
Q3 | $983K | Sell |
15,686
-420
| -3% | -$26.3K | 0.1% | 104 |
|
|
2024
Q2 | $928K | Hold |
16,106
| – | – | 0.1% | 102 |
|
|
2024
Q1 | $935K | Hold |
16,106
| – | – | 0.1% | 102 |
|
|
2023
Q4 | $867K | Hold |
16,106
| – | – | 0.1% | 104 |
|
|
2023
Q3 | $798K | Sell |
16,106
-368
| -2% | -$18.2K | 0.09% | 108 |
|
|
2023
Q2 | $849K | Hold |
16,474
| – | – | 0.1% | 105 |
|
|
2023
Q1 | $824K | Hold |
16,474
| – | – | 0.1% | 107 |
|
|
2022
Q4 | $824K | Hold |
16,474
| – | – | 0.1% | 107 |
|
|
2022
Q3 | $732K | Hold |
16,474
| – | – | 0.1% | 119 |
|
|
2022
Q2 | $784K | Buy |
16,474
+1,803
| +12% | +$85.8K | 0.1% | 128 |
|
|
2022
Q1 | $783K | Hold |
14,671
| – | – | 0.09% | 149 |
|
|
2021
Q4 | $815K | Sell |
14,671
-29
| -0.2% | -$1.61K | 0.09% | 156 |
|
|
2021
Q3 | $738K | Buy |
14,700
+256
| +2% | +$12.9K | 0.09% | 159 |
|
|
2021
Q2 | $727K | Hold |
14,444
| – | – | 0.08% | 157 |
|
|
2021
Q1 | $697K | Buy |
14,444
+1,599
| +12% | +$77.2K | 0.1% | 122 |
|
|
2020
Q4 | $575K | Hold |
12,845
| – | – | 0.09% | 136 |
|
|
2020
Q3 | $511K | Sell |
12,845
-325
| -2% | -$12.9K | 0.09% | 138 |
|
|
2020
Q2 | $495K | Buy |
+13,170
| New | +$495K | 0.09% | 134 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 126 |
|