YorkBridge Wealth Partners’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
2022 Q4	$509K	Buy	10,176 +372	+4%	+$18.3K	0.13%	122
2022 Q3	$436K	Sell	9,804 -1,275	-12%	-$62.8K	0.11%	129
2022 Q2	$528K	Buy	11,079 +2,688	+32%	+$136K	0.14%	120
2022 Q1	$448K	Buy	8,391 +67	+0.8%	+$3.58K	0.1%	156
2021 Q4	$463K	Sell	8,324 -2,463	-23%	-$131K	0.1%	152
2021 Q3	$542K	Sell	10,787 -850	-7%	-$44K	0.14%	118
2021 Q2	$586K	Buy	11,637 +184	+2%	+$9.23K	0.15%	113
2021 Q1	$553K	Sell	11,453 -3,570	-24%	-$165K	0.16%	110
2020 Q4	$673K	Buy	15,023 +909	+6%	+$38.6K	0.23%	89
2020 Q3	$562K	Sell	14,114 -14	-0.1%	-$556	0.24%	84
2020 Q2	$531K	Buy	14,128 +308	+2%	+$11.2K	0.24%	85
2020 Q1	$450K	Buy	13,820 +2,205	+19%	+$86.3K	0.28%	87
2019 Q4	$489K	Buy	11,615 +1,710	+17%	+$69.2K	0.22%	106
2019 Q3	$388K	Buy	9,905 +845	+9%	+$32.5K	0.2%	117
2019 Q2	$346K	Sell	9,060 -5,275	-37%	-$198K	0.15%	123
2019 Q1	$527K	Sell	14,335 -550	-4%	-$19.6K	0.24%	92
2018 Q4	$494K	Buy	14,885 +475	+3%	+$16.7K	0.26%	92
2018 Q3	$536K	Buy	14,410 +500	+4%	+$18.2K	0.25%	92
2018 Q2	$477K	Buy	13,910 +275	+2%	+$9.47K	0.21%	101
2018 Q1	$465K	Buy	13,635 +1,350	+11%	+$47.6K	0.21%	100
2017 Q4	$421K	Buy	12,285 +4,085	+50%	+$138K	0.2%	109
2017 Q3	$266K	Buy	8,200 +60	+0.7%	+$1.91K	0.14%	145
2017 Q2	$256K	Buy	8,140 +5,990	+279%	+$185K	0.14%	148
2017 Q1	$66K	Buy	+2,150	New	+$64.5K	0.03%	334