Heritage Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $75.2K | Hold |
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|
2025
Q2 | $70.6K | Hold |
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|
2025
Q1 | $68.2K | Hold |
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|
2024
Q4 | $67.7K | Sell |
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|
2024
Q3 | $80.8K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $59.7K | Hold |
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|
2023
Q1 | $57.9K | Hold |
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|
2022
Q4 | $57.9K | Hold |
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|
2022
Q3 | $51.5K | Hold |
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|
2022
Q2 | $55K | Buy |
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