West Financial Advisors’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 | $74.8K | Hold |
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|
2025
Q2 | $70.2K | Hold |
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|
2025
Q1 | $67.8K | Sell |
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|
2024
Q4 | $100K | Sell |
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|
2024
Q3 | $108K | Hold |
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|
2024
Q2 | $99.2K | Sell |
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|
2024
Q1 | $110K | Hold |
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|
2023
Q4 | $102K | Hold |
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|
2023
Q3 | $93.9K | Hold |
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|
2023
Q2 | $97.7K | Hold |
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|
2023
Q1 | $94.7K | Hold |
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|
2022
Q4 | $94.8K | Hold |
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|
2022
Q3 | $84K | Hold |
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|
2022
Q2 | $90K | Hold |
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|
2022
Q1 | $101K | Hold |
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|
2021
Q4 | $105K | Buy |
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|
2021
Q3 | $3K | Hold |
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|
2021
Q2 | $3K | Hold |
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|
2021
Q1 | $2K | Buy |
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