Buckingham Strategic 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
2024 Q2	$489K	Sell	8,495 -7,253	-46%	-$414K	0.01%	468
2024 Q1	$914K	Sell	15,748 -11,151	-41%	-$619K	0.01%	351
2023 Q4	$1.45M	Buy	26,899 +22,290	+484%	+$1.13M	0.02%	274
2023 Q3	$228K	Buy	4,609 +333	+8%	+$17.2K	﹤0.01%	602
2023 Q2	$220K	Sell	4,276 -32	-0.7%	-$1.61K	﹤0.01%	611
2023 Q1	$215K	Hold	4,308	–	–	﹤0.01%	551
2022 Q4	$215K	Sell	4,308 -7,461	-63%	-$366K	﹤0.01%	553
2022 Q3	$523K	Buy	11,769 +5,028	+75%	+$247K	0.01%	360
2022 Q2	$321K	Sell	6,741 -3,830	-36%	-$193K	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%	-$1.28M	0.01%	333
2021 Q3	$1.76M	Buy	34,955 +7,548	+28%	+$391K	0.04%	185
2021 Q2	$1.38M	Buy	27,407 +7,850	+40%	+$394K	0.03%	222
2021 Q1	$944K	Buy	19,557 +4,072	+26%	+$188K	0.05%	240
2020 Q4	$694K	Buy	+15,485	New	+$658K	0.04%	265