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	0.58%	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	0.37%	65

Other funds holding DGRO

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

V Wealth Advisors's DGRO Position: Q4 2022 in Review

V Wealth Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2022, closing a stake of 4,483 shares — an estimated $200K sold.

V Wealth Advisors first reported a position in DGRO in Q2 2020 and held it in 10 quarters. The position peaked at $4.24M in Q4 2021. 874 funds tracked by Wall St. Rank hold DGRO as of Q4 2022.

V Wealth Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q4 2022 after selling out during the quarter.
V Wealth Advisors sold 4,483 iShares Core Dividend Growth ETF shares in Q4 2022, an estimated $200K.
V Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2020 and held it in 10 quarters.
V Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $4.24M in Q4 2021.
874 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2022.

Based on V Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.