WCFA
Walkner Condon Financial Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $765K | Sell |
11,968
-2,733
| -19% | -$175K | 0.14% | 115 |
|
|
2025
Q1 | $908K | Sell |
14,701
-1,748
| -11% | -$108K | 0.18% | 98 |
|
|
2024
Q4 | $1.01M | Sell |
16,449
-7,049
| -30% | -$432K | 0.21% | 96 |
|
|
2024
Q3 | $1.47M | Sell |
23,498
-615
| -3% | -$38.6K | 0.3% | 72 |
|
|
2024
Q2 | $1.39M | Sell |
24,113
-4,153
| -15% | -$239K | 0.3% | 74 |
|
|
2024
Q1 | $1.64M | Sell |
28,266
-547
| -2% | -$31.8K | 0.35% | 70 |
|
|
2023
Q4 | $1.55M | Sell |
28,813
-288
| -1% | -$15.5K | 0.35% | 72 |
|
|
2023
Q3 | $1.44M | Sell |
29,101
-200
| -0.7% | -$9.91K | 0.38% | 68 |
|
|
2023
Q2 | $1.51M | Buy |
29,301
+35
| +0.1% | +$1.8K | 0.4% | 62 |
|
|
2023
Q1 | $1.46M | Buy |
29,266
+83
| +0.3% | +$4.15K | 0.41% | 58 |
|
|
2022
Q4 | $1.46M | Buy |
29,183
+1,250
| +4% | +$62.5K | 0.44% | 57 |
|
|
2022
Q3 | $1.24M | Sell |
27,933
-5
| -0% | -$222 | 0.4% | 62 |
|
|
2022
Q2 | $1.33M | Sell |
27,938
-242
| -0.9% | -$11.5K | 0.42% | 61 |
|
|
2022
Q1 | $1.51M | Sell |
28,180
-5,787
| -17% | -$309K | 0.43% | 55 |
|
|
2021
Q4 | $1.89M | Buy |
33,967
+14,813
| +77% | +$823K | 1.23% | 25 |
|
|
2021
Q3 | $962K | Buy |
+19,154
| New | +$962K | 0.47% | 49 |
|