Meridian 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 | $12.1M | Buy |
188,978
+1,582
| +0.8% | +$101K | 0.52% | 38 |
|
|
2025
Q1 | $11.6M | Buy |
187,396
+1,562
| +0.8% | +$96.5K | 0.56% | 37 |
|
|
2024
Q4 | $11.4M | Buy |
185,834
+2,596
| +1% | +$159K | 0.54% | 36 |
|
|
2024
Q3 | $11.5M | Buy |
183,238
+20,156
| +12% | +$1.26M | 0.56% | 35 |
|
|
2024
Q2 | $9.4M | Buy |
+163,082
| New | +$9.4M | 1.12% | 18 |
|
|
2024
Q1 | – | Sell |
-155,856
| Closed | -$8.39M | – | 266 |
|
|
2023
Q4 | $8.39M | Buy |
155,856
+59,377
| +62% | +$3.2M | 0.54% | 38 |
|
|
2023
Q3 | $4.78M | Buy |
96,479
+3,654
| +4% | +$181K | 0.29% | 69 |
|
|
2023
Q2 | $4.78M | Sell |
92,825
-4,277
| -4% | -$220K | 0.4% | 47 |
|
|
2023
Q1 | $4.85M | Sell |
97,102
-7,106
| -7% | -$355K | 0.42% | 47 |
|
|
2022
Q4 | $5.21M | Buy |
104,208
+3,705
| +4% | +$185K | 0.51% | 33 |
|
|
2022
Q3 | $4.47M | Buy |
100,503
+5,167
| +5% | +$230K | 0.48% | 41 |
|
|
2022
Q2 | $4.54M | Buy |
95,336
+12,407
| +15% | +$591K | 0.37% | 65 |
|
|
2022
Q1 | $4.43M | Buy |
82,929
+4,576
| +6% | +$244K | 0.48% | 35 |
|
|
2021
Q4 | $4.36M | Buy |
78,353
+43,224
| +123% | +$2.4M | 0.47% | 41 |
|
|
2021
Q3 | $1.77M | Buy |
35,129
+12,532
| +55% | +$630K | 0.22% | 94 |
|
|
2021
Q2 | $1.14M | Buy |
22,597
+1,492
| +7% | +$75.1K | 0.15% | 137 |
|
|
2021
Q1 | $1.02M | Buy |
21,105
+5,129
| +32% | +$248K | 0.15% | 135 |
|
|
2020
Q4 | $716K | Buy |
15,976
+10,386
| +186% | +$465K | 0.11% | 149 |
|
|
2020
Q3 | $222K | Buy |
+5,590
| New | +$222K | 0.05% | 223 |
|