Bogart Wealth, LLC DGRO Holdings History
Bogart Wealth, LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, Bogart Wealth, LLC held 3,428.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $211,760.00. This investment constitutes 0.01% of their stock portfolio, and Bogart Wealth, LLC now holds 0% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2021Q2. And since then Bogart Wealth, LLC has made 12 purchases of DGRO, at an average price of $51.11, for a total of 846,354.00 shares. In addition, there have been 2 sales at an average price of $62.66 for 842,926.00 shares. Based on historical transaction data and DGRO's current price of $65.25, Bogart Wealth, LLC's estimated gain on his DGRO holdings is $9.79 Mil, reflecting a 22.63% gain to date.
Bogart Wealth, LLC DGRO ($65.25) Holding Chart
Bogart Wealth, LLC DGRO ($65.25) 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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