Trust Company of Vermont’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 | $332K | Buy |
5,200
+749
| +17% | +$47.9K | 0.02% | 288 |
|
|
2025
Q1 | $275K | Hold |
4,451
| – | – | 0.01% | 304 |
|
|
2024
Q4 | $273K | Buy |
4,451
+1,450
| +48% | +$88.9K | 0.01% | 306 |
|
|
2024
Q3 | $188K | Hold |
3,001
| – | – | 0.01% | 338 |
|
|
2024
Q2 | $173K | Hold |
3,001
| – | – | 0.01% | 333 |
|
|
2024
Q1 | $174K | Hold |
3,001
| – | – | 0.01% | 332 |
|
|
2023
Q4 | $162K | Buy |
+3,001
| New | +$162K | 0.01% | 307 |
|
|
2023
Q3 | – | Sell |
-157
| Closed | -$8.09K | – | 820 |
|
|
2023
Q2 | $8.09K | Hold |
157
| – | – | ﹤0.01% | 694 |
|
|
2023
Q1 | $7.85K | Sell |
157
-225
| -59% | -$11.2K | ﹤0.01% | 734 |
|
|
2022
Q4 | $19.1K | Hold |
382
| – | – | ﹤0.01% | 588 |
|
|
2022
Q3 | $17K | Buy |
382
+301
| +372% | +$13.4K | ﹤0.01% | 618 |
|
|
2022
Q2 | $4K | Buy |
+81
| New | +$4K | ﹤0.01% | 799 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$11K | – | 413 |
|
|
2021
Q4 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 656 |
|
|
2021
Q3 | – | Sell |
-200
| Closed | -$10K | – | 406 |
|
|
2021
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 639 |
|
|
2021
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 627 |
|
|
2020
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 638 |
|
|
2020
Q3 | $8K | Sell |
200
-3,679
| -95% | -$147K | ﹤0.01% | 628 |
|
|
2020
Q2 | $146K | Buy |
3,879
+3,679
| +1,840% | +$138K | 0.01% | 312 |
|
|
2020
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 701 |
|
|
2019
Q4 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 733 |
|
|
2019
Q1 | – | Sell |
-521
| Closed | -$17K | – | 984 |
|
|
2018
Q4 | $17K | Buy |
+521
| New | +$17K | ﹤0.01% | 645 |
|