GHP Investment Advisors’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 | $192K | Sell |
3,009
-179
| -6% | -$11.4K | 0.01% | 382 |
|
|
2025
Q1 | $197K | Buy |
3,188
+225
| +8% | +$13.9K | 0.01% | 378 |
|
|
2024
Q4 | $182K | Hold |
2,963
| – | – | 0.01% | 383 |
|
|
2024
Q3 | $186K | Hold |
2,963
| – | – | 0.01% | 388 |
|
|
2024
Q2 | $171K | Hold |
2,963
| – | – | 0.01% | 387 |
|
|
2024
Q1 | $172K | Buy |
2,963
+230
| +8% | +$13.4K | 0.01% | 388 |
|
|
2023
Q4 | $147K | Hold |
2,733
| – | – | 0.01% | 398 |
|
|
2023
Q3 | $135K | Buy |
2,733
+1,491
| +120% | +$73.6K | 0.01% | 401 |
|
|
2023
Q2 | $65.2K | Hold |
1,242
| – | – | ﹤0.01% | 466 |
|
|
2023
Q1 | $62.1K | Hold |
1,242
| – | – | ﹤0.01% | 472 |
|
|
2022
Q4 | $62.1K | Hold |
1,242
| – | – | ﹤0.01% | 474 |
|
|
2022
Q3 | $55K | Hold |
1,242
| – | – | ﹤0.01% | 474 |
|
|
2022
Q2 | $59K | Sell |
1,242
-375
| -23% | -$17.8K | ﹤0.01% | 463 |
|
|
2022
Q1 | $86K | Buy |
+1,617
| New | +$86K | 0.01% | 438 |
|