LGT Financial 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 | $152K | Sell |
2,373
-131
| -5% | -$8.38K | 0.38% | 49 |
|
|
2025
Q1 | $155K | Sell |
2,504
-512
| -17% | -$31.6K | 0.47% | 45 |
|
|
2024
Q4 | $185K | Sell |
3,016
-31
| -1% | -$1.9K | 0.41% | 45 |
|
|
2024
Q3 | $191K | Sell |
3,047
-582
| -16% | -$36.5K | 0.47% | 38 |
|
|
2024
Q2 | $209K | Sell |
3,629
-144
| -4% | -$8.3K | 0.44% | 48 |
|
|
2024
Q1 | $219K | Sell |
3,773
-50
| -1% | -$2.9K | 0.25% | 87 |
|
|
2023
Q4 | $206K | Sell |
3,823
-3,112
| -45% | -$168K | 0.25% | 86 |
|
|
2023
Q3 | $343K | Sell |
6,935
-399
| -5% | -$19.8K | 0.44% | 47 |
|
|
2023
Q2 | $378K | Buy |
+7,334
| New | +$378K | 0.4% | 74 |
|
|
2023
Q1 | – | Sell |
-776
| Closed | -$38.8K | – | 105 |
|
|
2022
Q4 | $38.8K | Buy |
+776
| New | +$38.8K | 0.05% | 140 |
|