Johnson & White Wealth Management, LLC DGRO Holdings History
Johnson & White Wealth Management, LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, Johnson & White Wealth Management, LLC held 99,391.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $6.14 Mil. This investment constitutes 3.45% of their stock portfolio, and Johnson & White Wealth Management, LLC now holds 0.02% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2022Q4. And since then Johnson & White Wealth Management, LLC has made 6 purchases of DGRO, at an average price of $52.48, for a total of 106,389.00 shares. In addition, there have been 4 sales at an average price of $51.19 for 6,998.00 shares. Based on historical transaction data and DGRO's current price of $64.82, Johnson & White Wealth Management, LLC's estimated gain on his DGRO holdings is $1.22 Mil, reflecting a 21.80% gain to date.
Johnson & White Wealth Management, LLC DGRO ($64.82) Holding Chart
Johnson & White Wealth Management, LLC DGRO ($64.82) 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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