Heritage Wealth 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 | $70.6K | Hold |
1,104
| – | – | ﹤0.01% | 276 |
|
|
2025
Q1 | $68.2K | Hold |
1,104
| – | – | ﹤0.01% | 276 |
|
|
2024
Q4 | $67.7K | Sell |
1,104
-185
| -14% | -$11.3K | ﹤0.01% | 287 |
|
|
2024
Q3 | $80.8K | Buy |
+1,289
| New | +$80.8K | ﹤0.01% | 285 |
|
|
2023
Q3 | – | Sell |
-1,158
| Closed | -$59.7K | – | 537 |
|
|
2023
Q2 | $59.7K | Hold |
1,158
| – | – | ﹤0.01% | 298 |
|
|
2023
Q1 | $57.9K | Hold |
1,158
| – | – | ﹤0.01% | 302 |
|
|
2022
Q4 | $57.9K | Hold |
1,158
| – | – | ﹤0.01% | 307 |
|
|
2022
Q3 | $51.5K | Hold |
1,158
| – | – | ﹤0.01% | 295 |
|
|
2022
Q2 | $55K | Buy |
+1,158
| New | +$55K | ﹤0.01% | 319 |
|