GA
GoalVest Advisory’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-57
| Closed | -$2.82K | – | 402 |
|
|
2023
Q3 | $2.82K | Buy |
+57
| New | +$2.82K | ﹤0.01% | 397 |
|
|
2022
Q3 | – | Sell |
-980
| Closed | -$47K | – | 266 |
|
|
2022
Q2 | $47K | Sell |
980
-128,829
| -99% | -$6.18M | 0.03% | 168 |
|
|
2022
Q1 | $6.93M | Buy |
+129,809
| New | +$6.93M | 3.91% | 3 |
|
|
2021
Q2 | $5.72M | Buy |
113,539
+7,741
| +7% | +$390K | 3.55% | 3 |
|
|
2021
Q1 | $5.11M | Buy |
105,798
+2,900
| +3% | +$140K | 3.81% | 2 |
|
|
2020
Q4 | $4.61M | Buy |
+102,898
| New | +$4.61M | 3.88% | 4 |
|