Wedmont Private Capital’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 | $1.61M | Buy |
24,793
+12,305
| +99% | +$798K | 0.07% | 185 |
|
|
2025
Q1 | $729K | Buy |
12,488
+196
| +2% | +$11.4K | 0.04% | 284 |
|
|
2024
Q4 | $743K | Buy |
12,292
+1,526
| +14% | +$92.3K | 0.04% | 283 |
|
|
2024
Q3 | $670K | Sell |
10,766
-15
| -0.1% | -$933 | 0.04% | 294 |
|
|
2024
Q2 | $636K | Buy |
10,781
+2,809
| +35% | +$166K | 0.04% | 287 |
|
|
2024
Q1 | $457K | Hold |
7,972
| – | – | 0.03% | 341 |
|
|
2023
Q4 | $431K | Buy |
7,972
+155
| +2% | +$8.38K | 0.04% | 342 |
|
|
2023
Q3 | $386K | Hold |
7,817
| – | – | 0.04% | 313 |
|
|
2023
Q2 | $404K | Sell |
7,817
-2,906
| -27% | -$150K | 0.04% | 300 |
|
|
2023
Q1 | $539K | Buy |
10,723
+2,905
| +37% | +$146K | 0.07% | 206 |
|
|
2022
Q4 | $398K | Buy |
7,818
+280
| +4% | +$14.3K | 0.06% | 265 |
|
|
2022
Q3 | $335K | Buy |
7,538
+252
| +3% | +$11.2K | 0.07% | 227 |
|
|
2022
Q2 | $347K | Hold |
7,286
| – | – | 0.07% | 205 |
|
|
2022
Q1 | $390K | Hold |
7,286
| – | – | 0.09% | 178 |
|
|
2021
Q4 | $405K | Buy |
+7,286
| New | +$405K | 0.12% | 132 |
|