Number of Shares
18,016.00
Current Holdings Value*
$1.15 Mil
% of Portfolio
0.64%
Total Estimate Gain
$58,487.79
% of Total Estimate Gain
5.21%

BEACON FINANCIAL PLANNING, INC's iShares Core Dividend Growth ETF Holding Summary

As of 2025-06-30, BEACON FINANCIAL PLANNING, INC held 18,016.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $1.15 Mil. This investment constitutes 0.64% of their stock portfolio, and BEACON FINANCIAL PLANNING, INC now holds 0% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.

The initial trade took place in 2024Q4. And since then BEACON FINANCIAL PLANNING, INC has made 3 purchases of DGRO, at an average price of $62.30, for a total of 18,016.00 shares. Based on historical transaction data and DGRO's current price of $65.55, BEACON FINANCIAL PLANNING, INC's estimated gain on his DGRO holdings is $58,487.79, reflecting a 5.21% gain to date.

BEACON FINANCIAL PLANNING, INC DGRO ($65.55) Holding Chart

BEACON FINANCIAL PLANNING, INC DGRO ($65.55) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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