Exencial Wealth Advisors’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
Q3 | $1.72M | Buy |
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|
2025
Q2 | $1.52M | Sell |
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|
2025
Q1 | $1.58M | Sell |
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|
2024
Q4 | $1.57M | Sell |
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|
2024
Q3 | $1.64M | Sell |
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|
2024
Q2 | $1.62M | Sell |
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|
2024
Q1 | $1.79M | Sell |
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|
2023
Q4 | $1.84M | Sell |
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|
2023
Q3 | $2.31M | Sell |
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|
2023
Q2 | $2.84M | Sell |
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|
2023
Q1 | $2.92M | Sell |
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|
2022
Q4 | $3.28M | Sell |
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|
2022
Q3 | $3.18M | Sell |
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|
2022
Q2 | $3.72M | Buy |
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|
2022
Q1 | $4.16M | Buy |
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|
2021
Q4 | $4.13M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $3.5M | Buy |
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|
2021
Q1 | $3.02M | Sell |
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|
2020
Q4 | $3.03M | Sell |
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|
2020
Q3 | $5.5M | Buy |
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|
2020
Q2 | $2.72M | Buy |
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