SVWAG
Sound View Wealth Advisors 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 | $9.74M | Sell |
152,321
-3,977
| -3% | -$254K | 0.72% | 35 |
|
|
2025
Q1 | $9.66M | Sell |
156,298
-15,897
| -9% | -$982K | 0.79% | 33 |
|
|
2024
Q4 | $10.6M | Sell |
172,195
-2,088
| -1% | -$128K | 0.85% | 30 |
|
|
2024
Q3 | $10.9M | Buy |
174,283
+15,749
| +10% | +$987K | 0.89% | 29 |
|
|
2024
Q2 | $9.13M | Sell |
158,534
-24,410
| -13% | -$1.41M | 0.94% | 29 |
|
|
2024
Q1 | $10.6M | Sell |
182,944
-21,717
| -11% | -$1.26M | 1.13% | 23 |
|
|
2023
Q4 | $11M | Buy |
204,661
+5,647
| +3% | +$304K | 1.22% | 19 |
|
|
2023
Q3 | $9.86M | Buy |
199,014
+10,841
| +6% | +$537K | 1.23% | 18 |
|
|
2023
Q2 | $9.7M | Buy |
188,173
+52
| +0% | +$2.68K | 1.27% | 17 |
|
|
2023
Q1 | $9.4M | Sell |
188,121
-16,540
| -8% | -$827K | 1.29% | 16 |
|
|
2022
Q4 | $11M | Buy |
204,661
+69,553
| +51% | +$3.74M | 1.22% | 19 |
|
|
2022
Q3 | $6.01M | Sell |
135,108
-4,624
| -3% | -$206K | 1.35% | 17 |
|
|
2022
Q2 | $6.66M | Buy |
139,732
+13
| +0% | +$619 | 1.39% | 16 |
|
|
2022
Q1 | $7.46M | Buy |
139,719
+956
| +0.7% | +$51.1K | 1.42% | 16 |
|
|
2021
Q4 | $7.71M | Buy |
138,763
+12,822
| +10% | +$713K | 1.46% | 14 |
|
|
2021
Q3 | $6.33M | Sell |
125,941
-2,767
| -2% | -$139K | 1.32% | 18 |
|
|
2021
Q2 | $6.48M | Buy |
128,708
+66,589
| +107% | +$3.35M | 1.36% | 16 |
|
|
2021
Q1 | $3M | Sell |
62,119
-264
| -0.4% | -$12.7K | 0.7% | 42 |
|
|
2020
Q4 | $2.8M | Buy |
+62,383
| New | +$2.8M | 0.68% | 41 |
|