National Wealth Management Group’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
Q1 | $394K | Buy |
6,382
+78
| +1% | +$4.82K | 0.26% | 96 |
|
|
2024
Q4 | $387K | Sell |
6,304
-252
| -4% | -$15.5K | 0.26% | 90 |
|
|
2024
Q3 | $411K | Buy |
6,556
+366
| +6% | +$22.9K | 0.28% | 86 |
|
|
2024
Q2 | $357K | Sell |
6,190
-31
| -0.5% | -$1.79K | 0.27% | 82 |
|
|
2024
Q1 | $361K | Sell |
6,221
-189
| -3% | -$11K | 0.28% | 93 |
|
|
2023
Q4 | $345K | Buy |
+6,410
| New | +$345K | 0.33% | 89 |
|
|
2023
Q3 | – | Sell |
-4,011
| Closed | -$210K | – | 136 |
|
|
2023
Q2 | $210K | Sell |
4,011
-334
| -8% | -$17.5K | 0.22% | 120 |
|
|
2023
Q1 | $216K | Sell |
4,345
-4,743
| -52% | -$236K | 0.25% | 122 |
|
|
2022
Q4 | $454K | Sell |
9,088
-131
| -1% | -$6.55K | 0.54% | 56 |
|
|
2022
Q3 | $410K | Buy |
+9,219
| New | +$410K | 0.53% | 51 |
|