AFG
TDVG icon

Affinia Financial Group’s T. Rowe Price Dividend Growth ETF TDVG Stock Holding History

Affinia Financial Group’s Portfolio TDVG Stock Details TDVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$21.5M Buy
632,914
+3,443
+0.5% +$111K 14.88% 4
2023
Q1 		$20.5M Sell
629,471
-69,041
-10% -$2.19M 15.15% 4
2022
Q4 		$22.3M Buy
+698,512
New +$21.6M 18.94% 3

Other funds holding TDVG

ACA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFA
Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return