LifeGoal 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	$10.2M	Buy	159,858 +10,549	+7%	+$675K	9.71%	1
2025 Q1	$9.23M	Sell	149,309 -19,577	-12%	-$1.21M	9.97%	1
2024 Q4	$10.4M	Buy	+168,886	New	+$10.4M	11.24%	1