Liberty Wealth Management’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 | $347K | Buy |
5,429
+423
| +8% | +$27K | 0.05% | 158 |
|
|
2025
Q1 | $309K | Buy |
+5,006
| New | +$309K | 0.06% | 117 |
|
|
2021
Q4 | – | Sell |
-682
| Closed | -$34K | – | 387 |
|
|
2021
Q3 | $34K | Hold |
682
| – | – | 0.01% | 502 |
|
|
2021
Q2 | $34K | Hold |
682
| – | – | 0.01% | 397 |
|
|
2021
Q1 | $30K | Hold |
682
| – | – | 0.01% | 387 |
|
|
2020
Q4 | $30K | Hold |
682
| – | – | 0.01% | 384 |
|
|
2020
Q3 | $27K | Hold |
682
| – | – | 0.02% | 348 |
|
|
2020
Q2 | $26K | Hold |
682
| – | – | 0.02% | 337 |
|
|
2020
Q1 | $22K | Hold |
682
| – | – | 0.02% | 343 |
|
|
2019
Q4 | $29K | Hold |
682
| – | – | 0.02% | 348 |
|
|
2019
Q3 | $27K | Buy |
+682
| New | +$27K | 0.03% | 338 |
|