Venturi Wealth Management’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
Q1 | – | Sell |
-174
| Closed | -$10.7K | – | 880 |
|
|
2024
Q4 | $10.7K | Hold |
174
| – | – | ﹤0.01% | 1415 |
|
|
2024
Q3 | $10.9K | Sell |
174
-535
| -75% | -$33.6K | ﹤0.01% | 1165 |
|
|
2024
Q2 | $40.9K | Buy |
+709
| New | +$40.9K | ﹤0.01% | 724 |
|
|
2023
Q3 | – | Sell |
-112
| Closed | -$5.76K | – | 1331 |
|
|
2023
Q2 | $5.76K | Hold |
112
| – | – | ﹤0.01% | 730 |
|
|
2023
Q1 | $5.59K | Buy |
+112
| New | +$5.59K | ﹤0.01% | 806 |
|