EWM
EPG Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120K | Sell |
1,877
-26,056
| -93% | -$1.67M | 0.04% | 196 |
|
|
2025
Q1 | $1.73M | Sell |
27,933
-14,006
| -33% | -$865K | 0.48% | 54 |
|
|
2024
Q4 | $2.57M | Buy |
41,939
+700
| +2% | +$42.9K | 0.68% | 29 |
|
|
2024
Q3 | $2.59M | Buy |
+41,239
| New | +$2.59M | 0.65% | 30 |
|
|
2024
Q2 | – | Sell |
-49,704
| Closed | -$2.89M | – | 28 |
|
|
2024
Q1 | $2.89M | Buy |
49,704
+1,026
| +2% | +$59.6K | 0.71% | 26 |
|
|
2023
Q4 | $2.66M | Sell |
48,678
-2,519
| -5% | -$138K | 0.7% | 27 |
|
|
2023
Q3 | $2.54M | Sell |
51,197
-2,254
| -4% | -$112K | 0.76% | 26 |
|
|
2023
Q2 | $2.75M | Sell |
53,451
-559
| -1% | -$28.8K | 0.81% | 24 |
|
|
2023
Q1 | $2.7M | Buy |
54,010
+3,538
| +7% | +$177K | 0.85% | 23 |
|
|
2022
Q4 | $2.52M | Buy |
50,472
+2,239
| +5% | +$112K | 0.96% | 22 |
|
|
2022
Q3 | $2.15M | Buy |
48,233
+274
| +0.6% | +$12.2K | 0.88% | 20 |
|
|
2022
Q2 | $2.29M | Buy |
47,959
+765
| +2% | +$36.4K | 0.98% | 20 |
|
|
2022
Q1 | $2.52M | Buy |
47,194
+291
| +0.6% | +$15.5K | 0.87% | 24 |
|
|
2021
Q4 | $2.61M | Buy |
46,903
+1,991
| +4% | +$111K | 0.92% | 23 |
|
|
2021
Q3 | $2.26M | Buy |
44,912
+7,371
| +20% | +$370K | 0.91% | 23 |
|
|
2021
Q2 | $1.89M | Sell |
37,541
-1,346
| -3% | -$67.8K | 0.8% | 25 |
|
|
2021
Q1 | $1.88M | Buy |
38,887
+4,698
| +14% | +$227K | 0.91% | 23 |
|
|
2020
Q4 | $1.53M | Sell |
34,189
-669
| -2% | -$30K | 0.92% | 24 |
|
|
2020
Q3 | $1.39M | Sell |
34,858
-19,453
| -36% | -$774K | 1.02% | 23 |
|
|
2020
Q2 | $2.04M | Sell |
54,311
-5,952
| -10% | -$224K | 1.45% | 16 |
|
|
2020
Q1 | $1.96M | Buy |
60,263
+58,540
| +3,398% | +$1.91M | 1.44% | 10 |
|
|
2019
Q4 | $72K | Buy |
+1,723
| New | +$72K | 0.05% | 182 |
|