Lantern 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 | $3.55M | Buy |
+55,538
| New | +$3.55M | 2.11% | 12 |
|
|
2024
Q4 | $3.21M | Sell |
52,316
-3,913
| -7% | -$240K | 2.08% | 11 |
|
|
2024
Q3 | $3.53M | Buy |
56,229
+232
| +0.4% | +$14.5K | 2.44% | 8 |
|
|
2024
Q2 | $3.23M | Sell |
55,997
-55
| -0.1% | -$3.17K | 2.34% | 10 |
|
|
2024
Q1 | $3.25M | Sell |
56,052
-923
| -2% | -$53.6K | 2.29% | 9 |
|
|
2023
Q4 | $3.07M | Buy |
+56,975
| New | +$3.07M | 2.4% | 8 |
|