Summit Wealth Group’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
2023 Q2	–	Sell	-159,768	Closed	-$3K	–	127
2023 Q1	$3K	Buy	+159,768	New	+$3K	0.07%	68
2021 Q3	–	Sell	-1,028	Closed	-$52K	–	92
2021 Q2	$52K	Hold	1,028	–	–	0.08%	51
2021 Q1	$50K	Buy	+1,028	New	+$50K	0.08%	46