Mascoma Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Sell |
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|
2025
Q1 | $442K | Sell |
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|
2024
Q4 | $761K | Sell |
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|
2024
Q3 | $799K | Sell |
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|
2024
Q2 | $821K | Sell |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.11M | Sell |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.22M | Sell |
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|
2023
Q1 | $3.91M | Buy |
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|
2022
Q4 | $546K | Hold |
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|
2022
Q3 | $485K | Buy |
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|
2022
Q2 | $430K | Hold |
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|
2022
Q1 | $482K | Buy |
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|
2021
Q4 | $442K | Hold |
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|
2021
Q3 | $400K | Sell |
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|
2021
Q2 | $454K | Sell |
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|
2021
Q1 | $515K | Sell |
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|
2020
Q4 | $545K | Buy |
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|
2019
Q3 | $1.63M | Buy |
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|
2019
Q2 | $1.49M | Buy |
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|
2019
Q1 | $318K | Sell |
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|
2018
Q4 | $371K | Buy |
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|
2018
Q3 | $366K | Buy |
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|
2018
Q2 | $289K | Sell |
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|
2018
Q1 | $5.06M | Buy |
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|
2017
Q4 | $4.1M | Buy |
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|
2017
Q3 | $108K | Hold |
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|
2017
Q2 | $104K | Hold |
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|
2017
Q1 | $101K | Buy |
|