SWMG
Sanchez Wealth Management 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 | $385K | Sell |
6,017
-2,462
| -29% | -$157K | 0.09% | 35 |
|
|
2025
Q1 | $524K | Sell |
8,479
-483
| -5% | -$29.8K | 0.14% | 31 |
|
|
2024
Q4 | $550K | Buy |
+8,962
| New | +$550K | 0.15% | 32 |
|
|
2023
Q4 | – | Sell |
-108,382
| Closed | -$5.37M | – | 38 |
|
|
2023
Q3 | $5.37M | Sell |
108,382
-373
| -0.3% | -$18.5K | 2.17% | 14 |
|
|
2023
Q2 | $5.6M | Buy |
108,755
+97
| +0.1% | +$5K | 2.27% | 14 |
|
|
2023
Q1 | $5.43M | Sell |
108,658
-1,418
| -1% | -$70.9K | 2.39% | 14 |
|
|
2022
Q4 | $5.5M | Sell |
110,076
-52
| -0% | -$2.6K | 2.7% | 14 |
|
|
2022
Q3 | $4.9M | Sell |
110,128
-3,365
| -3% | -$150K | 2.67% | 13 |
|
|
2022
Q2 | $5.41M | Sell |
113,493
-402
| -0.4% | -$19.2K | 2.69% | 13 |
|
|
2022
Q1 | $6.08M | Buy |
113,895
+245
| +0.2% | +$13.1K | 2.56% | 13 |
|
|
2021
Q4 | $6.32M | Sell |
113,650
-2,685
| -2% | -$149K | 2.66% | 12 |
|
|
2021
Q3 | $5.85M | Buy |
116,335
+368
| +0.3% | +$18.5K | 2.62% | 13 |
|
|
2021
Q2 | $5.84M | Buy |
115,967
+341
| +0.3% | +$17.2K | 2.67% | 13 |
|
|
2021
Q1 | $5.58M | Sell |
115,626
-642
| -0.6% | -$31K | 2.84% | 12 |
|
|
2020
Q4 | $5.21M | Sell |
116,268
-17,560
| -13% | -$787K | 2.8% | 12 |
|
|
2020
Q3 | $5.33M | Sell |
133,828
-10,927
| -8% | -$435K | 3.15% | 9 |
|
|
2020
Q2 | $5.44M | Sell |
144,755
-51
| -0% | -$1.92K | 3.63% | 9 |
|
|
2020
Q1 | $4.72M | Buy |
144,806
+2,572
| +2% | +$83.8K | 4.29% | 8 |
|
|
2019
Q4 | $5.98M | Buy |
+142,234
| New | +$5.98M | 4.34% | 9 |
|
|
2018
Q4 | – | Sell |
-175,358
| Closed | -$6.52M | – | 25 |
|
|
2018
Q3 | $6.52M | Sell |
175,358
-1,349
| -0.8% | -$50.2K | 6.68% | 6 |
|
|
2018
Q2 | $6.06M | Buy |
176,707
+2,026
| +1% | +$69.4K | 5.73% | 7 |
|
|
2018
Q1 | $5.79M | Buy |
174,681
+1,815
| +1% | +$60.2K | 5.85% | 7 |
|
|
2017
Q4 | $6.14M | Buy |
+172,866
| New | +$6.14M | 6.34% | 6 |
|