Legacy Trust DGRO Holdings History
Number of Shares
11,892.00
Current Holdings Value*
$734,710.00
% of Portfolio
0.18%
Total Estimate Gain
$37,806.16
% of Total Estimate Gain
5.16%
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 $64.76, Legacy Trust's estimated gain on his DGRO holdings is $37,806.16, reflecting a 5.16% gain to date.
Legacy Trust DGRO ($64.76) Holding Chart
Legacy Trust DGRO ($64.76) 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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