Daymark Wealth Partners’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
$240K Buy
3,755
+13
+0.3% +$831 0.01% 500
2025
Q1
$231K Sell
3,742
-394
-10% -$24.3K 0.01% 458
2024
Q4
$254K Buy
4,136
+18
+0.4% +$1.1K 0.01% 439
2024
Q3
$258K Buy
4,118
+19
+0.5% +$1.19K 0.01% 462
2024
Q2
$236K Buy
+4,099
New +$236K 0.01% 453