Destination Wealth 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 | $425K | Sell |
6,648
-76
| -1% | -$4.86K | 0.01% | 189 |
|
|
2025
Q1 | $415K | Buy |
6,724
+35
| +0.5% | +$2.16K | 0.01% | 176 |
|
|
2024
Q4 | $410K | Sell |
6,689
-28
| -0.4% | -$1.72K | 0.01% | 175 |
|
|
2024
Q3 | $421K | Sell |
6,717
-47
| -0.7% | -$2.95K | 0.01% | 172 |
|
|
2024
Q2 | $390K | Buy |
6,764
+213
| +3% | +$12.3K | 0.01% | 158 |
|
|
2024
Q1 | $380K | Buy |
6,551
+1,652
| +34% | +$95.9K | 0.01% | 160 |
|
|
2023
Q4 | $264K | Sell |
4,899
-1,000
| -17% | -$53.8K | 0.01% | 175 |
|
|
2023
Q3 | $292K | Sell |
5,899
-78
| -1% | -$3.86K | 0.01% | 165 |
|
|
2023
Q2 | $308K | Sell |
5,977
-117
| -2% | -$6.03K | 0.01% | 169 |
|
|
2023
Q1 | $305K | Sell |
6,094
-1,426
| -19% | -$71.3K | 0.01% | 170 |
|
|
2022
Q4 | $376K | Buy |
7,520
+344
| +5% | +$17.2K | 0.02% | 157 |
|
|
2022
Q3 | $319K | Sell |
7,176
-999
| -12% | -$44.4K | 0.01% | 156 |
|
|
2022
Q2 | $389K | Hold |
8,175
| – | – | 0.02% | 152 |
|
|
2022
Q1 | $437K | Sell |
8,175
-101
| -1% | -$5.4K | 0.02% | 139 |
|
|
2021
Q4 | $460K | Buy |
8,276
+22
| +0.3% | +$1.22K | 0.02% | 147 |
|
|
2021
Q3 | $415K | Sell |
8,254
-123
| -1% | -$6.18K | 0.02% | 133 |
|
|
2021
Q2 | $422K | Sell |
8,377
-1,325
| -14% | -$66.7K | 0.02% | 136 |
|
|
2021
Q1 | $468K | Buy |
9,702
+750
| +8% | +$36.2K | 0.02% | 131 |
|
|
2020
Q4 | $401K | Sell |
8,952
-92
| -1% | -$4.12K | 0.02% | 132 |
|
|
2020
Q3 | $360K | Sell |
9,044
-749
| -8% | -$29.8K | 0.02% | 119 |
|
|
2020
Q2 | $368K | Sell |
9,793
-46,690
| -83% | -$1.75M | 0.02% | 118 |
|
|
2020
Q1 | $1.84M | Sell |
56,483
-1,112
| -2% | -$36.2K | 0.11% | 81 |
|
|
2019
Q4 | $2.42M | Sell |
57,595
-3,336
| -5% | -$140K | 0.12% | 82 |
|
|
2019
Q3 | $2.39M | Sell |
60,931
-2,573
| -4% | -$101K | 0.13% | 79 |
|
|
2019
Q2 | $2.43M | Buy |
63,504
+79
| +0.1% | +$3.02K | 0.13% | 79 |
|
|
2019
Q1 | $2.33M | Sell |
63,425
-457
| -0.7% | -$16.8K | 0.13% | 81 |
|
|
2018
Q4 | $2.12M | Sell |
63,882
-21,079
| -25% | -$700K | 0.13% | 82 |
|
|
2018
Q3 | $3.15M | Sell |
84,961
-1,373
| -2% | -$50.9K | 0.18% | 75 |
|
|
2018
Q2 | $2.96M | Buy |
86,334
+6,459
| +8% | +$221K | 0.18% | 77 |
|
|
2018
Q1 | $2.71M | Sell |
79,875
-1,099
| -1% | -$37.3K | 0.16% | 77 |
|
|
2017
Q4 | $2.82M | Sell |
80,974
-284
| -0.3% | -$9.88K | 0.17% | 77 |
|
|
2017
Q3 | $2.64M | Sell |
81,258
-5,392
| -6% | -$175K | 0.17% | 78 |
|
|
2017
Q2 | $2.71M | Buy |
86,650
+1,546
| +2% | +$48.4K | 0.18% | 78 |
|
|
2017
Q1 | $2.59M | Sell |
85,104
-641
| -0.7% | -$19.5K | 0.18% | 72 |
|
|
2016
Q4 | $2.48M | Buy |
85,745
+541
| +0.6% | +$15.6K | 0.18% | 71 |
|
|
2016
Q3 | $2.35M | Buy |
85,204
+976
| +1% | +$27K | 0.18% | 71 |
|
|
2016
Q2 | $2.3M | Buy |
84,228
+48,775
| +138% | +$1.33M | 0.19% | 65 |
|
|
2016
Q1 | $911K | Hold |
35,453
| – | – | 0.09% | 84 |
|
|
2015
Q4 | $911K | Buy |
+35,453
| New | +$911K | 0.09% | 84 |
|