Costello Asset Management’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
Q2 | $15K | Hold |
234
| – | – | 0.01% | 419 |
|
|
2025
Q1 | $14.5K | Buy |
234
+100
| +75% | +$6.18K | 0.01% | 401 |
|
|
2024
Q4 | $8.22K | Buy |
134
+35
| +35% | +$2.15K | 0.01% | 151 |
|
|
2024
Q3 | $6.21K | Hold |
99
| – | – | ﹤0.01% | 162 |
|
|
2024
Q2 | $5.7K | Hold |
99
| – | – | ﹤0.01% | 146 |
|
|
2024
Q1 | $5.75K | Sell |
99
-291
| -75% | -$16.9K | ﹤0.01% | 156 |
|
|
2023
Q4 | $21K | Hold |
390
| – | – | 0.02% | 118 |
|
|
2023
Q3 | $19.3K | Hold |
390
| – | – | 0.02% | 123 |
|
|
2023
Q2 | $20.1K | Hold |
390
| – | – | 0.02% | 121 |
|
|
2023
Q1 | $19.5K | Hold |
390
| – | – | 0.02% | 123 |
|
|
2022
Q4 | $19.5K | Hold |
390
| – | – | 0.02% | 127 |
|
|
2022
Q3 | $17K | Sell |
390
-393
| -50% | -$17.1K | 0.02% | 132 |
|
|
2022
Q2 | $37K | Hold |
783
| – | – | 0.03% | 103 |
|
|
2022
Q1 | $42K | Buy |
+783
| New | +$42K | 0.03% | 115 |
|