Evermay Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Hold |
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|
2025
Q1 | $420K | Hold |
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|
2024
Q4 | $417K | Sell |
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|
2024
Q3 | $456K | Buy |
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|
2024
Q2 | $407K | Hold |
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|
2024
Q1 | $410K | Buy |
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|
2023
Q4 | $296K | Buy |
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|
2023
Q3 | $270K | Buy |
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|
2023
Q2 | $270K | Sell |
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|
2023
Q1 | $299K | Sell |
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|
2022
Q4 | $306K | Sell |
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|
2022
Q3 | $430K | Buy |
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|
2022
Q2 | $346K | Sell |
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|
2022
Q1 | $462K | Buy |
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|
2021
Q4 | $346K | Buy |
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|
2021
Q3 | $176K | Buy |
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|
2021
Q2 | $102K | Buy |
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