Legacy Trust DGRO Holdings History

Number of Shares
11,892.00
Current Holdings Value*
$734,710.00
% of Portfolio
0.18%
Total Estimate Gain
$39,708.88
% of Total Estimate Gain
5.42%

Legacy Trust's iShares Core Dividend Growth ETF Holding Summary

As of 2025-03-31, Legacy Trust held 11,892.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $734,710.00. This investment constitutes 0.18% of their stock portfolio, and Legacy Trust now holds 0% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.

The initial trade took place in 2024Q3. And since then Legacy Trust has made 2 purchases of DGRO, at an average price of $61.58, for a total of 11,892.00 shares. Based on historical transaction data and DGRO's current price of $64.92, Legacy Trust's estimated gain on his DGRO holdings is $39,708.88, reflecting a 5.42% gain to date.

Legacy Trust DGRO ($64.92) Holding Chart

Legacy Trust DGRO ($64.92) 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 %

Top Ranked Articles

  • 1