Vermillion & White Wealth Management Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Vermillion & White Wealth Management Group’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
2026 Q1	–	Sell	-564	Closed	-$39.2K	–	197
2025 Q4	$39.2K	Hold	564	–	–	0.02%	176
2025 Q3	$38.4K	Buy	564 +8	+1%	+$529	0.02%	179
2025 Q2	$35.6K	Buy	556 +23	+4%	+$1.4K	0.02%	170
2025 Q1	$32.9K	Buy	+533	New	+$33.4K	0.02%	159

Other funds holding DGRO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Vermillion & White Wealth Management Group's DGRO Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2026, closing a stake of 564 shares — an estimated $39.2K sold.

Vermillion & White Wealth Management Group first reported a position in DGRO in Q1 2025 and held it in 4 quarters. The position peaked at $39.2K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining iShares Core Dividend Growth ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 564 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $39.2K.
Vermillion & White Wealth Management Group first reported a position in iShares Core Dividend Growth ETF in Q1 2025 and held it in 4 quarters.
Vermillion & White Wealth Management Group's iShares Core Dividend Growth ETF position peaked at $39.2K in Q4 2025.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.