RVW Wealth’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 | $3.94M | Buy |
61,693
+58,049
| +1,593% | +$3.71M | 0.33% | 41 |
|
2025
Q1 | $225K | Sell |
3,644
-119
| -3% | -$7.35K | 0.02% | 152 |
|
2024
Q4 | $231K | Sell |
3,763
-8,043
| -68% | -$493K | 0.02% | 134 |
|
2024
Q3 | $740K | Sell |
11,806
-2
| -0% | -$125 | 0.07% | 74 |
|
2024
Q2 | $680K | Hold |
11,808
| – | – | 0.07% | 75 |
|
2024
Q1 | $686K | Buy |
11,808
+1,307
| +12% | +$75.9K | 0.07% | 79 |
|
2023
Q4 | $565K | Sell |
10,501
-643
| -6% | -$34.6K | 0.06% | 87 |
|
2023
Q3 | $552K | Hold |
11,144
| – | – | 0.07% | 86 |
|
2023
Q2 | $574K | Sell |
11,144
-1,302
| -10% | -$67.1K | 0.07% | 91 |
|
2023
Q1 | $622K | Sell |
12,446
-8,055
| -39% | -$403K | 0.08% | 87 |
|
2022
Q4 | $1.03M | Sell |
20,501
-42,990
| -68% | -$2.15M | 0.13% | 75 |
|
2022
Q3 | $2.82M | Buy |
63,491
+39,050
| +160% | +$1.74M | 0.4% | 47 |
|
2022
Q2 | $1.16M | Buy |
24,441
+13,396
| +121% | +$638K | 0.16% | 72 |
|
2022
Q1 | $590K | Hold |
11,045
| – | – | 0.07% | 86 |
|
2021
Q4 | $614K | Sell |
11,045
-1,106
| -9% | -$61.5K | 0.07% | 84 |
|
2021
Q3 | $1M | Buy |
12,151
+1,106
| +10% | +$91K | 0.12% | 64 |
|
2021
Q2 | $1M | Buy |
11,045
+126
| +1% | +$11.4K | 0.13% | 60 |
|
2021
Q1 | $1M | Hold |
10,919
| – | – | 0.13% | 67 |
|
2020
Q4 | $1M | Hold |
10,919
| – | – | 0.15% | 60 |
|
2020
Q3 | $434K | Hold |
10,919
| – | – | 0.07% | 76 |
|
2020
Q2 | $411K | Buy |
10,919
+3,931
| +56% | +$148K | 0.08% | 76 |
|
2020
Q1 | $228K | Buy |
6,988
+830
| +13% | +$27.1K | 0.05% | 87 |
|
2019
Q4 | $259K | Buy |
6,158
+94
| +2% | +$3.95K | 0.06% | 70 |
|
2019
Q3 | $237K | Hold |
6,064
| – | – | 0.06% | 74 |
|
2019
Q2 | $232K | Hold |
6,064
| – | – | 0.06% | 59 |
|
2019
Q1 | $223K | Buy |
+6,064
| New | +$223K | 0.06% | 59 |
|