CVA Family Office’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 | $2.35M | Buy |
36,720
+11,676
| +47% | +$747K | 0.33% | 56 |
|
|
2025
Q1 | $1.55M | Buy |
25,044
+8,070
| +48% | +$499K | 0.24% | 72 |
|
|
2024
Q4 | $1.04M | Buy |
16,974
+2,825
| +20% | +$173K | 0.16% | 86 |
|
|
2024
Q3 | $887K | Buy |
14,149
+819
| +6% | +$51.3K | 0.14% | 99 |
|
|
2024
Q2 | $768K | Buy |
13,330
+2,855
| +27% | +$164K | 0.14% | 106 |
|
|
2024
Q1 | $608K | Buy |
10,475
+645
| +7% | +$37.4K | 0.11% | 121 |
|
|
2023
Q4 | $529K | Buy |
+9,830
| New | +$529K | 0.1% | 126 |
|
|
2023
Q3 | – | Sell |
-550
| Closed | -$28.3K | – | 409 |
|
|
2023
Q2 | $28.3K | Hold |
550
| – | – | 0.01% | 557 |
|
|
2023
Q1 | $27.5K | Hold |
550
| – | – | 0.01% | 537 |
|
|
2022
Q4 | $27.5K | Hold |
550
| – | – | 0.01% | 512 |
|
|
2022
Q3 | $24K | Hold |
550
| – | – | 0.01% | 492 |
|
|
2022
Q2 | $26K | Hold |
550
| – | – | 0.01% | 489 |
|
|
2022
Q1 | $29K | Hold |
550
| – | – | 0.01% | 498 |
|
|
2021
Q4 | $31K | Buy |
+550
| New | +$31K | 0.01% | 447 |
|
|
2021
Q3 | – | Sell |
-550
| Closed | -$28K | – | 489 |
|
|
2021
Q2 | $28K | Hold |
550
| – | – | 0.01% | 450 |
|
|
2021
Q1 | $27K | Buy |
+550
| New | +$27K | 0.01% | 350 |
|