Voisard Asset Management Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Voisard Asset 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
2024 Q4	–	Sell	-500	Closed	-$31.3K	–	225
2024 Q3	$31.3K	Hold	500	–	–	0.01%	227
2024 Q2	$28.8K	Hold	500	–	–	0.01%	199
2024 Q1	$29K	Hold	500	–	–	0.02%	172
2023 Q4	$26.9K	Buy	+500	New	+$25.4K	0.02%	183

Other funds holding DGRO

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Voisard Asset Management Group's DGRO Position: Q4 2024 in Review

Voisard Asset Management Group sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2024, closing a stake of 500 shares — an estimated $31.3K sold.

Voisard Asset Management Group first reported a position in DGRO in Q4 2023 and held it in 4 quarters. The position peaked at $31.3K in Q3 2024. 1,122 funds tracked by Wall St. Rank hold DGRO as of Q4 2024.

Voisard Asset Management Group reported no remaining iShares Core Dividend Growth ETF position as of Q4 2024 after selling out during the quarter.
Voisard Asset Management Group sold 500 iShares Core Dividend Growth ETF shares in Q4 2024, an estimated $31.3K.
Voisard Asset Management Group first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and held it in 4 quarters.
Voisard Asset Management Group's iShares Core Dividend Growth ETF position peaked at $31.3K in Q3 2024.
1,122 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.