Guardian Capital Advisors (Canada)’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Guardian Capital Advisors (Canada)’s Portfolio DGRO Stock Details DGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$250K	Hold	4,000	–	–	0.02%	160
2024 Q2	$233K	Hold	4,000	–	–	0.02%	161
2024 Q1	$221K	Hold	4,000	–	–	0.02%	162
2023 Q4	$216K	Buy	+4,000	New	+$203K	0.02%	164
2023 Q3	–	Sell	-4,000	Closed	-$207K	–	170
2023 Q2	$207K	Hold	4,000	–	–	0.02%	157
2023 Q1	$201K	Hold	4,000	–	–	0.02%	147
2022 Q4	$205K	Buy	+4,000	New	+$196K	0.02%	153
2022 Q2	–	Sell	-4,000	Closed	-$211K	–	164
2022 Q1	$211K	Hold	4,000	–	–	0.02%	160
2021 Q4	$224K	Hold	4,000	–	–	0.02%	168
2021 Q3	$202K	Hold	4,000	–	–	0.02%	167
2021 Q2	$204K	Buy	+4,000	New	+$201K	0.02%	167

Other funds holding DGRO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return