YARGER WEALTH STRATEGIES, LLC DGRO Holdings History
YARGER WEALTH STRATEGIES, LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, YARGER WEALTH STRATEGIES, LLC held 117,472.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $7.26 Mil. This investment constitutes 4.23% of their stock portfolio, and YARGER WEALTH STRATEGIES, LLC now holds 0.02% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2021Q4. And since then YARGER WEALTH STRATEGIES, LLC has made 4 purchases of DGRO, at an average price of $53.41, for a total of 232,827.00 shares. In addition, there have been 9 sales at an average price of $52.28 for 115,355.00 shares. Based on historical transaction data and DGRO's current price of $64.76, YARGER WEALTH STRATEGIES, LLC's estimated gain on his DGRO holdings is $1.20 Mil, reflecting a 9.68% gain to date.
YARGER WEALTH STRATEGIES, LLC DGRO ($64.76) Holding Chart
YARGER WEALTH STRATEGIES, 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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