SAG
SageView Advisory Group’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 | $543K | Sell |
8,286
-1,391
| -14% | -$91.2K | 0.02% | 356 |
|
|
2025
Q1 | $598K | Sell |
9,677
-2,062
| -18% | -$127K | 0.03% | 309 |
|
|
2024
Q4 | $720K | Sell |
11,739
-3,559
| -23% | -$218K | 0.03% | 274 |
|
|
2024
Q3 | $959K | Sell |
15,298
-5,052
| -25% | -$317K | 0.05% | 206 |
|
|
2024
Q2 | $1.17M | Buy |
+20,350
| New | +$1.17M | 0.05% | 200 |
|
|
2024
Q1 | – | Sell |
-26,815
| Closed | -$1.48M | – | 567 |
|
|
2023
Q4 | $1.48M | Sell |
26,815
-2,903
| -10% | -$160K | 0.06% | 195 |
|
|
2023
Q3 | $1.47M | Sell |
29,718
-195
| -0.7% | -$9.66K | 0.08% | 148 |
|
|
2023
Q2 | $1.54M | Buy |
29,913
+2,807
| +10% | +$145K | 0.09% | 152 |
|
|
2023
Q1 | $1.36M | Buy |
27,106
+4,400
| +19% | +$220K | 0.09% | 159 |
|
|
2022
Q4 | $1.14M | Buy |
+22,706
| New | +$1.14M | 0.09% | 141 |
|