WealthCare Investment 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 | $915K | Buy |
14,033
+882
| +7% | +$57.5K | 0.33% | 71 |
|
|
2025
Q1 | $752K | Sell |
13,151
-533
| -4% | -$30.5K | 0.32% | 68 |
|
|
2024
Q4 | $836K | Sell |
13,684
-1,180
| -8% | -$72.1K | 0.36% | 65 |
|
|
2024
Q3 | $924K | Sell |
14,864
-1,479
| -9% | -$92K | 0.41% | 62 |
|
|
2024
Q2 | $942K | Sell |
16,343
-603
| -4% | -$34.7K | 0.44% | 61 |
|
|
2024
Q1 | $984K | Sell |
16,946
-5,155
| -23% | -$299K | 0.48% | 53 |
|
|
2023
Q4 | $1.2M | Sell |
22,101
-1,049
| -5% | -$56.7K | 0.65% | 41 |
|
|
2023
Q3 | $1.14M | Sell |
23,150
-1,515
| -6% | -$74.4K | 0.69% | 38 |
|
|
2023
Q2 | $1.27M | Sell |
24,665
-2,416
| -9% | -$124K | 0.76% | 39 |
|
|
2023
Q1 | $1.35M | Sell |
27,081
-6,559
| -19% | -$328K | 0.82% | 35 |
|
|
2022
Q4 | $1.68M | Sell |
33,640
-1,204
| -3% | -$60.2K | 1.15% | 22 |
|
|
2022
Q3 | $1.55M | Buy |
34,844
+1,802
| +5% | +$80.2K | 1.28% | 20 |
|
|
2022
Q2 | $1.57M | Buy |
33,042
+859
| +3% | +$40.9K | 1.35% | 18 |
|
|
2022
Q1 | $1.7M | Buy |
32,183
+1,434
| +5% | +$75.9K | 1.51% | 15 |
|
|
2021
Q4 | $1.71M | Buy |
+30,749
| New | +$1.71M | 1.65% | 17 |
|