Talisman Wealth Advisors’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 | $7.5M | Buy |
117,330
+9,078
| +8% | +$580K | 6.85% | 1 |
|
|
2025
Q1 | $6.69M | Buy |
108,252
+7,753
| +8% | +$479K | 6.87% | 1 |
|
|
2024
Q4 | $6.16M | Buy |
100,499
+10,758
| +12% | +$660K | 6.54% | 1 |
|
|
2024
Q3 | $5.6M | Buy |
89,741
+1,165
| +1% | +$72.7K | 5.9% | 2 |
|
|
2024
Q2 | $5.1M | Buy |
88,576
+8,379
| +10% | +$483K | 5.9% | 2 |
|
|
2024
Q1 | $4.66M | Buy |
80,197
+11,616
| +17% | +$674K | 5.85% | 2 |
|
|
2023
Q4 | $3.69M | Buy |
68,581
+11,922
| +21% | +$642K | 5.47% | 2 |
|
|
2023
Q3 | $2.81M | Buy |
56,659
+13,087
| +30% | +$648K | 4.86% | 2 |
|
|
2023
Q2 | $2.25M | Buy |
43,572
+5,109
| +13% | +$263K | 3.83% | 2 |
|
|
2023
Q1 | $1.92M | Buy |
38,463
+2,798
| +8% | +$140K | 3.47% | 4 |
|
|
2022
Q4 | $1.78M | Buy |
+35,665
| New | +$1.78M | 3.79% | 3 |
|