AWM
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Avaii Wealth Management’s Capital Group Dividend Value ETF CGDV Stock Holding History

Avaii Wealth Management’s Portfolio CGDV Stock Details CGDV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$25.4M Buy
643,338
+44,584
+7% +$1.76M 11.29% 1
2025
Q1 		$21.3M Buy
+598,754
New +$21.3M 11.4% 1