RVW Wealth, LLC DGRO Holdings History

Number of Shares
61,693.00
Current Holdings Value*
$3.94 Mil
% of Portfolio
0.33%
Total Estimate Gain
$516,655.21
% of Total Estimate Gain
7.77%

RVW Wealth, LLC's iShares Core Dividend Growth ETF Holding Summary

As of 2025-06-30, RVW Wealth, LLC held 61,693.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $3.94 Mil. This investment constitutes 0.33% of their stock portfolio, and RVW Wealth, LLC now holds 0.01% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.

The initial trade took place in 2019Q1. And since then RVW Wealth, LLC has made 9 purchases of DGRO, at an average price of $53.67, for a total of 123,953.00 shares. In addition, there have been 8 sales at an average price of $50.97 for 62,260.00 shares. Based on historical transaction data and DGRO's current price of $64.76, RVW Wealth, LLC's estimated gain on his DGRO holdings is $516,655.21, reflecting a 7.77% gain to date.

RVW Wealth, LLC DGRO ($64.76) Holding Chart

RVW Wealth, LLC 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 %

Top Ranked Articles

  • 1