Sequent Planning’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 | $1.2M | Buy |
18,804
+2,392
| +15% | +$153K | 0.38% | 42 |
|
|
2025
Q1 | $1.01M | Sell |
16,412
-7
| -0% | -$432 | 0.37% | 45 |
|
|
2024
Q4 | $1.01M | Sell |
16,419
-748
| -4% | -$45.9K | 0.37% | 47 |
|
|
2024
Q3 | $1.08M | Buy |
17,167
+1,142
| +7% | +$71.6K | 0.37% | 47 |
|
|
2024
Q2 | $921K | Sell |
16,025
-1,188
| -7% | -$68.3K | 0.32% | 50 |
|
|
2024
Q1 | $999K | Buy |
+17,213
| New | +$999K | 0.36% | 49 |
|