Vigilant Capital Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Vigilant Capital Management’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
2023 Q1	–	Sell	-2,800	Closed	-$140K	–	456
2022 Q4	$140K	Buy	+2,800	New	+$137K	0.01%	174
2021 Q3	–	Sell	-2,391	Closed	-$120K	–	798
2021 Q2	$120K	Buy	+2,391	New	+$120K	0.01%	190

Other funds holding DGRO

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

RJFSA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Vigilant Capital Management's DGRO Position: Q1 2023 in Review

Vigilant Capital Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2023, closing a stake of 2,800 shares — an estimated $140K sold.

Vigilant Capital Management first reported a position in DGRO in Q2 2021 and held it in 2 quarters. The position peaked at $140K in Q4 2022. 855 funds tracked by Wall St. Rank hold DGRO as of Q1 2023.

Vigilant Capital Management reported no remaining iShares Core Dividend Growth ETF position as of Q1 2023 after selling out during the quarter.
Vigilant Capital Management sold 2,800 iShares Core Dividend Growth ETF shares in Q1 2023, an estimated $140K.
Vigilant Capital Management first reported a position in iShares Core Dividend Growth ETF in Q2 2021 and held it in 2 quarters.
Vigilant Capital Management's iShares Core Dividend Growth ETF position peaked at $140K in Q4 2022.
855 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2023.

Based on Vigilant Capital Management's 13F filing for Q1 2023, filed 1 May 2023.