EWM
Evermay 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 | $434K | Hold |
6,795
| – | – | 0.05% | 139 |
|
|
2025
Q1 | $420K | Hold |
6,795
| – | – | 0.06% | 134 |
|
|
2024
Q4 | $417K | Sell |
6,795
-480
| -7% | -$29.4K | 0.06% | 133 |
|
|
2024
Q3 | $456K | Buy |
7,275
+211
| +3% | +$13.2K | 0.07% | 132 |
|
|
2024
Q2 | $407K | Hold |
7,064
| – | – | 0.07% | 141 |
|
|
2024
Q1 | $410K | Buy |
7,064
+1,560
| +28% | +$90.6K | 0.06% | 142 |
|
|
2023
Q4 | $296K | Buy |
5,504
+85
| +2% | +$4.58K | 0.05% | 146 |
|
|
2023
Q3 | $270K | Buy |
5,419
+180
| +3% | +$8.97K | 0.06% | 141 |
|
|
2023
Q2 | $270K | Sell |
5,239
-750
| -13% | -$38.6K | 0.05% | 147 |
|
|
2023
Q1 | $299K | Sell |
5,989
-125
| -2% | -$6.25K | 0.06% | 135 |
|
|
2022
Q4 | $306K | Sell |
6,114
-3,552
| -37% | -$178K | 0.06% | 136 |
|
|
2022
Q3 | $430K | Buy |
9,666
+2,403
| +33% | +$107K | 0.09% | 99 |
|
|
2022
Q2 | $346K | Sell |
7,263
-1,378
| -16% | -$65.6K | 0.07% | 123 |
|
|
2022
Q1 | $462K | Buy |
8,641
+2,417
| +39% | +$129K | 0.08% | 117 |
|
|
2021
Q4 | $346K | Buy |
6,224
+2,716
| +77% | +$151K | 0.06% | 128 |
|
|
2021
Q3 | $176K | Buy |
3,508
+1,485
| +73% | +$74.5K | 0.03% | 174 |
|
|
2021
Q2 | $102K | Buy |
+2,023
| New | +$102K | 0.02% | 219 |
|