Holistic Planning’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 | $1.35M | Buy |
21,176
+4,933
| +30% | +$315K | 0.39% | 50 |
|
|
2025
Q1 | $1M | Sell |
16,243
-2,139
| -12% | -$132K | 0.34% | 57 |
|
|
2024
Q4 | $1.13M | Sell |
18,382
-2,021
| -10% | -$124K | 0.41% | 48 |
|
|
2024
Q3 | $1.28M | Sell |
20,403
-5,549
| -21% | -$348K | 0.54% | 41 |
|
|
2024
Q2 | $1.51M | Sell |
25,952
-754
| -3% | -$43.8K | 1.16% | 25 |
|
|
2024
Q1 | $1.55M | Sell |
26,706
-3,409
| -11% | -$198K | 1.18% | 25 |
|
|
2023
Q4 | $1.62M | Buy |
+30,115
| New | +$1.62M | 1.37% | 24 |
|