TWA
Tandem Wealth Advisors’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 | $15.3M | Buy |
238,806
+39,258
| +20% | +$2.51M | 7.55% | 5 |
|
|
2025
Q1 | $12.3M | Sell |
199,548
-4,913
| -2% | -$303K | 6.44% | 7 |
|
|
2024
Q4 | $12.5M | Sell |
204,461
-6,850
| -3% | -$420K | 6.4% | 7 |
|
|
2024
Q3 | $13.2M | Buy |
211,311
+20,213
| +11% | +$1.27M | 6.71% | 5 |
|
|
2024
Q2 | $11M | Buy |
191,098
+3,199
| +2% | +$184K | 5.9% | 7 |
|
|
2024
Q1 | $10.8M | Buy |
187,899
+21,205
| +13% | +$1.22M | 5.96% | 6 |
|
|
2023
Q4 | $8.97M | Buy |
+166,694
| New | +$8.97M | 5.17% | 8 |
|
|
2023
Q1 | – | Sell |
-736
| Closed | -$36.8K | – | 51 |
|
|
2022
Q4 | $36.8K | Buy |
+736
| New | +$36.8K | 0.02% | 63 |
|