Phillips Financial 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 | $48K | Hold |
751
| – | – | ﹤0.01% | 225 |
|
|
2025
Q1 | $46.4K | Hold |
751
| – | – | ﹤0.01% | 217 |
|
|
2024
Q4 | $46.1K | Hold |
751
| – | – | ﹤0.01% | 213 |
|
|
2024
Q3 | $47.1K | Sell |
751
-501
| -40% | -$31.4K | ﹤0.01% | 220 |
|
|
2024
Q2 | $72.1K | Buy |
1,252
+501
| +67% | +$28.9K | 0.01% | 210 |
|
|
2024
Q1 | $43.6K | Hold |
751
| – | – | ﹤0.01% | 213 |
|
|
2023
Q4 | $40.4K | Hold |
751
| – | – | ﹤0.01% | 201 |
|
|
2023
Q3 | $37.2K | Buy |
+751
| New | +$37.2K | ﹤0.01% | 201 |
|
|
2022
Q4 | – | Sell |
-181
| Closed | -$8K | – | 226 |
|
|
2022
Q3 | $8K | Buy |
+181
| New | +$8K | ﹤0.01% | 208 |
|