Guardian Wealth Advisors (North Carolina)’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 | $3.96M | Sell |
61,984
-3,149
| -5% | -$201K | 0.28% | 53 |
|
|
2025
Q1 | $4.02M | Sell |
65,133
-377
| -0.6% | -$23.3K | 0.32% | 49 |
|
|
2024
Q4 | $4.02M | Buy |
+65,510
| New | +$4.02M | 0.32% | 49 |
|
|
2023
Q4 | – | Sell |
-503
| Closed | -$25.1K | – | 446 |
|
|
2023
Q3 | $25.1K | Hold |
503
| – | – | ﹤0.01% | 325 |
|
|
2023
Q2 | $25.9K | Hold |
503
| – | – | ﹤0.01% | 313 |
|
|
2023
Q1 | $25.1K | Hold |
503
| – | – | ﹤0.01% | 304 |
|
|
2022
Q4 | $25.2K | Buy |
+503
| New | +$25.2K | ﹤0.01% | 284 |
|