Tandem Wealth Advisors LLC DGRO Holdings History
Tandem Wealth Advisors LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, Tandem Wealth Advisors LLC held 199,548.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $12.31 Mil. This investment constitutes 6.44% of their stock portfolio, and Tandem Wealth Advisors LLC now holds 0.04% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2022Q4. And since then Tandem Wealth Advisors LLC has made 4 purchases of DGRO, at an average price of $52.19, for a total of 212,047.00 shares. In addition, there have been 3 sales at an average price of $62.14 for 12,499.00 shares. Based on historical transaction data and DGRO's current price of $63.62, Tandem Wealth Advisors LLC's estimated gain on his DGRO holdings is $2.40 Mil, reflecting a 21.73% gain to date.
Tandem Wealth Advisors LLC DGRO ($63.62) Holding Chart
Tandem Wealth Advisors LLC DGRO ($63.62) 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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