PFWA
Paces Ferry Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Buy |
7,304
+17
| +0.2% | +$1.09K | 0.21% | 63 |
|
|
2025
Q1 | $450K | Sell |
7,287
-310
| -4% | -$19.2K | 0.22% | 64 |
|
|
2024
Q4 | $466K | Buy |
7,597
+5
| +0.1% | +$307 | 0.23% | 63 |
|
|
2024
Q3 | $476K | Buy |
7,592
+22
| +0.3% | +$1.38K | 0.27% | 60 |
|
|
2024
Q2 | $436K | Buy |
7,570
+28
| +0.4% | +$1.61K | 0.26% | 63 |
|
|
2024
Q1 | $438K | Buy |
7,542
+13
| +0.2% | +$755 | 0.28% | 64 |
|
|
2023
Q4 | $405K | Buy |
7,529
+301
| +4% | +$16.2K | 0.28% | 67 |
|
|
2023
Q3 | $358K | Hold |
7,228
| – | – | 0.28% | 66 |
|
|
2023
Q2 | $372K | Buy |
7,228
+8
| +0.1% | +$412 | 0.28% | 67 |
|
|
2023
Q1 | $361K | Buy |
7,220
+15
| +0.2% | +$750 | 0.29% | 73 |
|
|
2022
Q4 | $360K | Sell |
7,205
-89
| -1% | -$4.45K | 0.35% | 68 |
|
|
2022
Q3 | $324K | Hold |
7,294
| – | – | 0.35% | 67 |
|
|
2022
Q2 | $347K | Sell |
7,294
-515
| -7% | -$24.5K | 0.34% | 67 |
|
|
2022
Q1 | $417K | Buy |
7,809
+166
| +2% | +$8.86K | 0.33% | 63 |
|
|
2021
Q4 | $425K | Buy |
7,643
+146
| +2% | +$8.12K | 0.3% | 69 |
|
|
2021
Q3 | $377K | Sell |
7,497
-60
| -0.8% | -$3.02K | 0.3% | 78 |
|
|
2021
Q2 | $381K | Buy |
7,557
+103
| +1% | +$5.19K | 0.29% | 75 |
|
|
2021
Q1 | $360K | Buy |
7,454
+879
| +13% | +$42.5K | 0.31% | 74 |
|
|
2020
Q4 | $295K | Buy |
6,575
+747
| +13% | +$33.5K | 0.27% | 78 |
|
|
2020
Q3 | $232K | Buy |
+5,828
| New | +$232K | 0.2% | 89 |
|