Levy Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $415K | Buy |
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|
2024
Q1 | $383K | Hold |
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|
2023
Q4 | $383K | Buy |
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|
2023
Q3 | $350K | Hold |
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|
2023
Q2 | $364K | Buy |
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|
2023
Q1 | $352K | Buy |
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|
2022
Q4 | $351K | Buy |
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|
2022
Q3 | $312K | Buy |
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|
2022
Q2 | $285K | Buy |
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|
2022
Q1 | $319K | Buy |
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|
2021
Q4 | $332K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $232K | Sell |
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|
2020
Q4 | $300K | Buy |
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