VWA
V 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,483
| Closed | -$200K | – | 368 |
|
|
2022
Q3 | $200K | Sell |
4,483
-1,790
| -29% | -$79.9K | 0.04% | 349 |
|
|
2022
Q2 | $299K | Sell |
6,273
-71,860
| -92% | -$3.43M | 0.06% | 310 |
|
|
2022
Q1 | $4.17M | Buy |
78,133
+1,834
| +2% | +$98K | 0.67% | 22 |
|
|
2021
Q4 | $4.24M | Buy |
76,299
+1,858
| +2% | +$103K | 0.62% | 27 |
|
|
2021
Q3 | $3.74M | Buy |
74,441
+4,171
| +6% | +$210K | 0.58% | 28 |
|
|
2021
Q2 | $3.54M | Buy |
70,270
+6,069
| +9% | +$306K | 0.56% | 29 |
|
|
2021
Q1 | $3.1M | Buy |
64,201
+11,622
| +22% | +$561K | 0.57% | 26 |
|
|
2020
Q4 | $2.36M | Buy |
52,579
+18,238
| +53% | +$818K | 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 | +$1.44M | 0.37% | 65 |
|