Visionary Wealth Advisors’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
Q2 | $5.4M | Buy |
84,462
+147
| +0.2% | +$9.4K | 0.28% | 90 |
|
|
2025
Q1 | $5.21M | Buy |
84,315
+2,478
| +3% | +$153K | 0.31% | 84 |
|
|
2024
Q4 | $5.02M | Sell |
81,837
-1,439
| -2% | -$88.3K | 0.29% | 92 |
|
|
2024
Q3 | $5.22M | Sell |
83,276
-598
| -0.7% | -$37.5K | 0.32% | 89 |
|
|
2024
Q2 | $4.83M | Buy |
83,874
+2,553
| +3% | +$147K | 0.32% | 83 |
|
|
2024
Q1 | $4.72M | Sell |
81,321
-409
| -0.5% | -$23.7K | 0.32% | 84 |
|
|
2023
Q4 | $4.4M | Sell |
81,730
-1,120
| -1% | -$60.3K | 0.32% | 84 |
|
|
2023
Q3 | $4.1M | Sell |
82,850
-971
| -1% | -$48.1K | 0.33% | 82 |
|
|
2023
Q2 | $4.32M | Sell |
83,821
-1,722
| -2% | -$88.7K | 0.35% | 78 |
|
|
2023
Q1 | $4.28M | Sell |
85,543
-1,411
| -2% | -$70.5K | 0.36% | 74 |
|
|
2022
Q4 | $4.35M | Sell |
86,954
-1,518
| -2% | -$75.9K | 0.4% | 74 |
|
|
2022
Q3 | $3.93M | Sell |
88,472
-7,433
| -8% | -$331K | 0.41% | 67 |
|
|
2022
Q2 | $4.57M | Buy |
95,905
+1,016
| +1% | +$48.4K | 0.41% | 66 |
|
|
2022
Q1 | $5.07M | Buy |
94,889
+7,735
| +9% | +$413K | 0.41% | 66 |
|
|
2021
Q4 | $4.84M | Buy |
87,154
+1,266
| +1% | +$70.4K | 0.4% | 63 |
|
|
2021
Q3 | $4.32M | Buy |
85,888
+3,078
| +4% | +$155K | 0.44% | 57 |
|
|
2021
Q2 | $4.17M | Buy |
82,810
+1,664
| +2% | +$83.8K | 0.42% | 59 |
|
|
2021
Q1 | $3.92M | Sell |
81,146
-6,720
| -8% | -$324K | 0.41% | 68 |
|
|
2020
Q4 | $3.94M | Buy |
87,866
+7,718
| +10% | +$346K | 0.44% | 59 |
|
|
2020
Q3 | $3.19M | Sell |
80,148
-2,911
| -4% | -$116K | 0.45% | 59 |
|
|
2020
Q2 | $3.12M | Sell |
83,059
-59,967
| -42% | -$2.25M | 0.48% | 55 |
|
|
2020
Q1 | $4.66M | Buy |
143,026
+28,074
| +24% | +$915K | 0.88% | 33 |
|
|
2019
Q4 | $4.84M | Buy |
+114,952
| New | +$4.84M | 0.87% | 36 |
|