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

WealthBridge 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
2019
Q2 		– Sell
-275
Closed -$10K – 291
2019
Q1 		$10K Buy
+275
New +$9.78K 0.01% 563

Other funds holding DGRO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WealthBridge Capital Management's DGRO Position: Q2 2019 in Review

WealthBridge Capital Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2019, closing a stake of 275 shares — an estimated $10K sold.

WealthBridge Capital Management first reported a position in DGRO in Q1 2019 and held it in 1 quarter. The position peaked at $10K in Q1 2019. 310 funds tracked by Wall St. Rank hold DGRO as of Q2 2019.

  • WealthBridge Capital Management reported no remaining iShares Core Dividend Growth ETF position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 275 iShares Core Dividend Growth ETF shares in Q2 2019, an estimated $10K.
  • WealthBridge Capital Management first reported a position in iShares Core Dividend Growth ETF in Q1 2019 and held it in 1 quarter.
  • WealthBridge Capital Management's iShares Core Dividend Growth ETF position peaked at $10K in Q1 2019.
  • 310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.