WealthOne, LLC DGRO Holdings History
WealthOne, LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2023-09-30, WealthOne, LLC held 156,560.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $7.75 Mil. This investment constitutes 3.13% of their stock portfolio, and WealthOne, LLC now holds 0.03% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2018Q4. And since then WealthOne, LLC has made 13 purchases of DGRO, at an average price of $41.70, for a total of 293,115.00 shares. In addition, there have been 6 sales at an average price of $43.27 for 136,555.00 shares. Based on historical transaction data and DGRO's current price of $64.76, WealthOne, LLC's estimated gain on his DGRO holdings is $3.82 Mil, reflecting a 31.28% gain to date.
WealthOne, LLC DGRO ($64.76) Holding Chart
WealthOne, 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 % | |||
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