TFA
Tranquilli Financial Advisor’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 | $1M | Buy |
15,654
+7,225
| +86% | +$462K | 0.62% | 45 |
|
|
2025
Q1 | $521K | Buy |
+8,429
| New | +$521K | 0.33% | 63 |
|
|
2024
Q4 | – | Sell |
-39,465
| Closed | -$2.47M | – | 113 |
|
|
2024
Q3 | $2.47M | Buy |
39,465
+20,624
| +109% | +$1.29M | 1.55% | 19 |
|
|
2024
Q2 | $1.08M | Buy |
18,841
+3,506
| +23% | +$201K | 0.72% | 39 |
|
|
2024
Q1 | $890K | Buy |
15,335
+8,060
| +111% | +$468K | 0.59% | 44 |
|
|
2023
Q4 | $392K | Buy |
+7,275
| New | +$392K | 0.28% | 71 |
|
|
2023
Q1 | – | Sell |
-12,822
| Closed | -$641K | – | 85 |
|
|
2022
Q4 | $641K | Sell |
12,822
-810
| -6% | -$40.5K | 0.49% | 34 |
|
|
2022
Q3 | $606K | Buy |
+13,632
| New | +$606K | 0.48% | 21 |
|