Avantax Advisory Services’s Capital Group Dividend Value ETF CGDV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $29.5M | Sell |
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2025
Q1 | $34.8M | Buy |
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2024
Q4 | $30.9M | Buy |
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2024
Q3 | $24.7M | Buy |
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2024
Q2 | $13.6M | Buy |
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2024
Q1 | $10.8M | Buy |
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2023
Q4 | $5.46M | Buy |
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2023
Q3 | $2.84M | Buy |
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2023
Q2 | $381K | Sell |
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2023
Q1 | $513K | Sell |
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2022
Q4 | $661K | Buy |
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2022
Q3 | $409K | Sell |
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2022
Q2 | $1.03M | Buy |
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