YWS
Yarger Wealth Strategies’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.65M | Buy |
119,616
+2,144
| +2% | +$137K | 4% | 5 |
|
|
2025
Q1 | $7.26M | Buy |
117,472
+461
| +0.4% | +$28.5K | 4.23% | 5 |
|
|
2024
Q4 | $7.18M | Buy |
117,011
+3,898
| +3% | +$239K | 4.14% | 5 |
|
|
2024
Q3 | $7.09M | Buy |
113,113
+1,165
| +1% | +$73K | 3.92% | 8 |
|
|
2024
Q2 | $6.45M | Buy |
111,948
+471
| +0.4% | +$27.1K | 3.88% | 8 |
|
|
2024
Q1 | $6.47M | Sell |
111,477
-22,605
| -17% | -$1.31M | 4.41% | 6 |
|
|
2023
Q4 | $7.22M | Sell |
134,082
-8,586
| -6% | -$462K | 5.82% | 4 |
|
|
2023
Q3 | $7.07M | Sell |
142,668
-303
| -0.2% | -$15K | 6.01% | 4 |
|
|
2023
Q2 | $7.37M | Sell |
142,971
-8,798
| -6% | -$453K | 6.62% | 5 |
|
|
2023
Q1 | $7.59M | Sell |
151,769
-30,430
| -17% | -$1.52M | 8.31% | 2 |
|
|
2022
Q4 | $9.11M | Sell |
182,199
-1,135
| -0.6% | -$56.8K | 11.28% | 1 |
|
|
2022
Q3 | $8.15M | Sell |
183,334
-389
| -0.2% | -$17.3K | 10.81% | 1 |
|
|
2022
Q2 | $8.89M | Sell |
183,723
-405
| -0.2% | -$19.6K | 11.48% | 1 |
|
|
2022
Q1 | $9.83M | Sell |
184,128
-42,704
| -19% | -$2.28M | 12.83% | 1 |
|
|
2021
Q4 | $12.6M | Buy |
+226,832
| New | +$12.6M | 13.59% | 1 |
|