Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $489K | Sell |
8,495
-7,253
| -46% | -$418K | 0.01% | 468 |
|
|
2024
Q1 | $914K | Sell |
15,748
-11,151
| -41% | -$647K | 0.01% | 351 |
|
|
2023
Q4 | $1.45M | Buy |
26,899
+22,290
| +484% | +$1.2M | 0.02% | 274 |
|
|
2023
Q3 | $228K | Buy |
4,609
+333
| +8% | +$16.5K | ﹤0.01% | 602 |
|
|
2023
Q2 | $220K | Sell |
4,276
-32
| -0.7% | -$1.65K | ﹤0.01% | 611 |
|
|
2023
Q1 | $215K | Hold |
4,308
| – | – | ﹤0.01% | 551 |
|
|
2022
Q4 | $215K | Sell |
4,308
-7,461
| -63% | -$373K | ﹤0.01% | 553 |
|
|
2022
Q3 | $523K | Buy |
11,769
+5,028
| +75% | +$223K | 0.01% | 360 |
|
|
2022
Q2 | $321K | Sell |
6,741
-3,830
| -36% | -$182K | 0.01% | 454 |
|
|
2022
Q1 | $565K | Sell |
10,571
-416
| -4% | -$22.2K | 0.01% | 345 |
|
|
2021
Q4 | $611K | Sell |
10,987
-23,968
| -69% | -$1.33M | 0.01% | 333 |
|
|
2021
Q3 | $1.76M | Buy |
34,955
+7,548
| +28% | +$379K | 0.04% | 185 |
|
|
2021
Q2 | $1.38M | Buy |
27,407
+7,850
| +40% | +$395K | 0.03% | 222 |
|
|
2021
Q1 | $944K | Buy |
19,557
+4,072
| +26% | +$197K | 0.05% | 240 |
|
|
2020
Q4 | $694K | Buy |
+15,485
| New | +$694K | 0.04% | 265 |
|