Sanctuary Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $189K | Buy |
3,087
+349
| +13% | +$21.4K | 0.13% | 41 |
|
|
2024
Q3 | $172K | Buy |
2,738
+16
| +0.6% | +$1K | 0.12% | 47 |
|
|
2024
Q2 | $157K | Buy |
2,722
+13
| +0.5% | +$749 | 0.12% | 47 |
|
|
2024
Q1 | $157K | Buy |
2,709
+13
| +0.5% | +$755 | 0.13% | 48 |
|
|
2023
Q4 | $145K | Sell |
2,696
-158
| -6% | -$8.5K | 0.14% | 47 |
|
|
2023
Q3 | $141K | Hold |
2,854
| – | – | 0.15% | 37 |
|
|
2023
Q2 | $147K | Buy |
+2,854
| New | +$147K | 0.16% | 38 |
|
|
2022
Q4 | $141K | Buy |
+2,826
| New | +$141K | 0.16% | 33 |
|