Valeo Financial Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.11M | Buy |
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|
2025
Q2 | $937K | Buy |
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|
2025
Q1 | $891K | Sell |
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|
2024
Q4 | $887K | Buy |
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|
2024
Q3 | $722K | Buy |
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|
2024
Q2 | $561K | Buy |
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|
2024
Q1 | $500K | Sell |
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|
2023
Q4 | $549K | Sell |
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|
2023
Q3 | $716K | Buy |
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|
2023
Q2 | $571K | Buy |
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|
2023
Q1 | $511K | Buy |
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|
2022
Q4 | $471K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $106K | Buy |
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|
2020
Q4 | $97K | Buy |
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|
2020
Q3 | $85K | Sell |
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|
2020
Q2 | $82K | Buy |
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|
2020
Q1 | $17K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $61K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $3K | Buy |
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