Wealthcare Advisory Partners’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 | $4.28M | Buy |
66,886
+7,112
| +12% | +$455K | 0.1% | 171 |
|
|
2025
Q1 | $3.69M | Buy |
59,774
+3,559
| +6% | +$220K | 0.1% | 178 |
|
|
2024
Q4 | $3.45M | Buy |
56,215
+1,152
| +2% | +$70.7K | 0.1% | 176 |
|
|
2024
Q3 | $3.45M | Buy |
55,063
+21,341
| +63% | +$1.34M | 0.1% | 183 |
|
|
2024
Q2 | $1.94M | Buy |
33,722
+6,342
| +23% | +$365K | 0.06% | 239 |
|
|
2024
Q1 | $1.59M | Sell |
27,380
-4,192
| -13% | -$243K | 0.05% | 274 |
|
|
2023
Q4 | $1.7M | Buy |
31,572
+1,996
| +7% | +$107K | 0.07% | 225 |
|
|
2023
Q3 | $1.46M | Sell |
29,576
-4,657
| -14% | -$231K | 0.07% | 218 |
|
|
2023
Q2 | $1.76M | Sell |
34,233
-5,609
| -14% | -$289K | 0.08% | 198 |
|
|
2023
Q1 | $1.99M | Buy |
39,842
+6,888
| +21% | +$344K | 0.09% | 175 |
|
|
2022
Q4 | $1.65M | Buy |
32,954
+8,832
| +37% | +$442K | 0.08% | 190 |
|
|
2022
Q3 | $1.07M | Sell |
24,122
-2,623
| -10% | -$117K | 0.06% | 224 |
|
|
2022
Q2 | $1.27M | Sell |
26,745
-5,802
| -18% | -$276K | 0.08% | 172 |
|
|
2022
Q1 | $1.74M | Sell |
32,547
-14,007
| -30% | -$748K | 0.11% | 116 |
|
|
2021
Q4 | $2.59M | Buy |
46,554
+8,469
| +22% | +$471K | 0.15% | 84 |
|
|
2021
Q3 | $1.91M | Sell |
38,085
-1,616
| -4% | -$81.2K | 0.13% | 111 |
|
|
2021
Q2 | $2M | Buy |
39,701
+4,435
| +13% | +$223K | 0.13% | 105 |
|
|
2021
Q1 | $1.7M | Buy |
35,266
+16,214
| +85% | +$783K | 0.12% | 103 |
|
|
2020
Q4 | $854K | Buy |
19,052
+11,622
| +156% | +$521K | 0.08% | 167 |
|
|
2020
Q3 | $296K | Buy |
+7,430
| New | +$296K | 0.03% | 275 |
|
|
2020
Q2 | – | Sell |
-2,005
| Closed | -$65K | – | 546 |
|
|
2020
Q1 | $65K | Buy |
+2,005
| New | +$65K | 0.01% | 458 |
|