VWA
DGRO icon

V Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

V Wealth Advisors’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,483
Closed -$200K – 371
2022
Q3 		$200K Sell
4,483
-1,790
-29% -$88.1K 0.04% 350
2022
Q2 		$299K Sell
6,273
-71,860
-92% -$3.62M 0.06% 310
2022
Q1 		$4.17M Buy
78,133
+1,834
+2% +$97.9K 0.67% 22
2021
Q4 		$4.24M Buy
76,299
+1,858
+2% +$99.2K 0.62% 27
2021
Q3 		$3.74M Buy
74,441
+4,171
+6% +$216K 0.59% 28
2021
Q2 		$3.54M Buy
70,270
+6,069
+9% +$304K 0.56% 29
2021
Q1 		$3.1M Buy
64,201
+11,622
+22% +$537K 0.57% 26
2020
Q4 		$2.36M Buy
52,579
+18,238
+53% +$775K 0.49% 37
2020
Q3 		$1.37M Sell
34,341
-4,047
-11% -$161K 0.95% 27
2020
Q2 		$1.44M Buy
+38,388
New +$1.4M 0.38% 65

Other funds holding DGRO

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return