Number of Shares
545,970.00
Current Holdings Value*
$27.30 Mil
% of Portfolio
6.5%
Total Estimate Gain
$9.73 Mil
% of Total Estimate Gain
35.32%

Sanford Advisory Services, LLC's iShares Core Dividend Growth ETF Holding Summary

As of 2022-12-31, Sanford Advisory Services, LLC held 545,970.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $27.30 Mil. This investment constitutes 6.5% of their stock portfolio, and Sanford Advisory Services, LLC now holds 0.12% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.

The initial trade took place in 2021Q1. And since then Sanford Advisory Services, LLC has made 6 purchases of DGRO, at an average price of $47.51, for a total of 579,940.00 shares. In addition, there have been 2 sales at an average price of $48.85 for 33,970.00 shares. Based on historical transaction data and DGRO's current price of $65.25, Sanford Advisory Services, LLC's estimated gain on his DGRO holdings is $9.73 Mil, reflecting a 35.32% gain to date.

Sanford Advisory Services, LLC DGRO ($65.25) Holding Chart

Sanford Advisory Services, 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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