Meridian Financial Partners’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 | $23.6M | Buy |
369,817
+13,357
| +4% | +$854K | 11.11% | 2 |
|
|
2025
Q1 | $22M | Buy |
356,460
+6,997
| +2% | +$432K | 11.17% | 2 |
|
|
2024
Q4 | $21.4M | Buy |
349,463
+26,627
| +8% | +$1.63M | 11.32% | 2 |
|
|
2024
Q3 | $20.2M | Buy |
322,836
+9,792
| +3% | +$614K | 10.23% | 2 |
|
|
2024
Q2 | $18.7M | Buy |
313,044
+15,721
| +5% | +$939K | 11.11% | 2 |
|
|
2024
Q1 | $16.4M | Buy |
297,323
+8,993
| +3% | +$497K | 21.11% | 1 |
|
|
2023
Q4 | $15.5M | Buy |
288,330
+3,443
| +1% | +$185K | 15.85% | 1 |
|
|
2023
Q3 | $14M | Buy |
284,887
+9,718
| +4% | +$477K | 14.31% | 1 |
|
|
2023
Q2 | $14.5M | Sell |
275,169
-14,618
| -5% | -$772K | 8.74% | 2 |
|
|
2023
Q1 | $14.8M | Buy |
289,787
+19,538
| +7% | +$995K | 16.75% | 1 |
|
|
2022
Q4 | $13.5M | Buy |
270,249
+24,186
| +10% | +$1.2M | 15.13% | 1 |
|
|
2022
Q3 | $11.1M | Buy |
246,063
+36,230
| +17% | +$1.63M | 15.7% | 2 |
|
|
2022
Q2 | $10.5M | Buy |
209,833
+119,187
| +131% | +$5.94M | 7.1% | 3 |
|
|
2022
Q1 | $4.84M | Buy |
90,646
+26,149
| +41% | +$1.4M | 7.22% | 3 |
|
|
2021
Q4 | $3.48M | Buy |
64,497
+12,901
| +25% | +$696K | 2.36% | 12 |
|
|
2021
Q3 | $2.63M | Buy |
51,596
+3,578
| +7% | +$182K | 1.76% | 13 |
|
|
2021
Q2 | $2.44M | Buy |
48,018
+13,547
| +39% | +$689K | 1.67% | 14 |
|
|
2021
Q1 | $1.72M | Buy |
+34,471
| New | +$1.72M | 1.29% | 14 |
|