West Branch Capital’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $185K | Buy |
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|
2025
Q2 | $173K | Buy |
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|
2025
Q1 | $166K | Buy |
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|
2024
Q4 | $164K | Buy |
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|
2024
Q3 | $167K | Buy |
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|
2024
Q2 | $152K | Buy |
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|
2024
Q1 | $153K | Sell |
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|
2023
Q4 | $145K | Buy |
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|
2023
Q3 | $128K | Hold |
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|
2023
Q2 | $133K | Buy |
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|
2023
Q1 | $128K | Buy |
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|
2022
Q4 | $128K | Buy |
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|
2022
Q3 | $113K | Buy |
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|
2022
Q2 | $120K | Buy |
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|
2022
Q1 | $134K | Buy |
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|
2021
Q4 | $138K | Buy |
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|
2021
Q3 | $124K | Buy |
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|
2021
Q2 | $124K | Buy |
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