Buffington Mohr McNeal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,894
| Closed | -$300K | – | 118 |
|
|
2024
Q4 | $300K | Hold |
4,894
| – | – | 0.05% | 114 |
|
|
2024
Q3 | $307K | Sell |
4,894
-1,000
| -17% | -$62.7K | 0.05% | 111 |
|
|
2024
Q2 | $340K | Hold |
5,894
| – | – | 0.06% | 104 |
|
|
2024
Q1 | $342K | Sell |
5,894
-120
| -2% | -$6.97K | 0.06% | 104 |
|
|
2023
Q4 | $324K | Sell |
6,014
-50
| -0.8% | -$2.69K | 0.07% | 105 |
|
|
2023
Q3 | $300K | Hold |
6,064
| – | – | 0.07% | 107 |
|
|
2023
Q2 | $312K | Buy |
6,064
+100
| +2% | +$5.15K | 0.07% | 107 |
|
|
2023
Q1 | $298K | Buy |
5,964
+1,050
| +21% | +$52.5K | 0.07% | 109 |
|
|
2022
Q4 | $246K | Sell |
4,914
-375
| -7% | -$18.8K | 0.06% | 115 |
|
|
2022
Q3 | $235K | Sell |
5,289
-200
| -4% | -$8.89K | 0.06% | 114 |
|
|
2022
Q2 | $261K | Buy |
5,489
+1,075
| +24% | +$51.1K | 0.06% | 115 |
|
|
2022
Q1 | $236K | Buy |
+4,414
| New | +$236K | 0.04% | 118 |
|