Plante Moran Financial Advisors’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 | $177K | Sell |
2,770
-865
| -24% | -$55.3K | 0.01% | 171 |
|
|
2025
Q1 | $225K | Hold |
3,635
| – | – | 0.02% | 158 |
|
|
2024
Q4 | $223K | Hold |
3,635
| – | – | 0.02% | 163 |
|
|
2024
Q3 | $228K | Hold |
3,635
| – | – | 0.02% | 167 |
|
|
2024
Q2 | $209K | Sell |
3,635
-591
| -14% | -$34K | 0.02% | 170 |
|
|
2024
Q1 | $245K | Buy |
4,226
+2,536
| +150% | +$147K | 0.03% | 153 |
|
|
2023
Q4 | $91K | Buy |
1,690
+825
| +95% | +$44.4K | 0.01% | 255 |
|
|
2023
Q3 | $42.8K | Hold |
865
| – | – | 0.01% | 308 |
|
|
2023
Q2 | $44.6K | Hold |
865
| – | – | 0.01% | 316 |
|
|
2023
Q1 | $43.2K | Hold |
865
| – | – | 0.01% | 308 |
|
|
2022
Q4 | $43.3K | Hold |
865
| – | – | 0.01% | 330 |
|
|
2022
Q3 | $38K | Sell |
865
-50
| -5% | -$2.2K | 0.01% | 347 |
|
|
2022
Q2 | $44K | Buy |
915
+50
| +6% | +$2.4K | 0.01% | 327 |
|
|
2022
Q1 | $46K | Hold |
865
| – | – | 0.01% | 348 |
|
|
2021
Q4 | $48K | Hold |
865
| – | – | 0.01% | 371 |
|
|
2021
Q3 | $43K | Hold |
865
| – | – | 0.01% | 410 |
|
|
2021
Q2 | $44K | Hold |
865
| – | – | 0.01% | 401 |
|
|
2021
Q1 | $42K | Buy |
+865
| New | +$42K | 0.01% | 396 |
|
|
2020
Q2 | – | Sell |
-441
| Closed | -$14K | – | 775 |
|
|
2020
Q1 | $14K | Buy |
+441
| New | +$14K | 0.01% | 447 |
|