Sound View Wealth Advisors Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.74M | Sell |
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|
2025
Q1 | $9.66M | Sell |
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|
2024
Q4 | $10.6M | Sell |
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|
2024
Q3 | $10.9M | Buy |
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|
2024
Q2 | $9.13M | Sell |
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|
2024
Q1 | $10.6M | Sell |
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|
2023
Q4 | $11M | Buy |
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|
2023
Q3 | $9.86M | Buy |
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|
2023
Q2 | $9.7M | Buy |
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|
2023
Q1 | $9.4M | Sell |
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|
2022
Q4 | $11M | Buy |
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|
2022
Q3 | $6.01M | Sell |
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|
2022
Q2 | $6.66M | Buy |
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|
2022
Q1 | $7.46M | Buy |
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|
2021
Q4 | $7.71M | Buy |
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|
2021
Q3 | $6.33M | Sell |
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|
2021
Q2 | $6.48M | Buy |
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|
2021
Q1 | $3M | Sell |
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|
2020
Q4 | $2.8M | Buy |
|