Beta Wealth Group’s Capital Group Dividend Value ETF CGDV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.9M	Buy	225,272 +586	+0.3%	+$23.1K	3.26%	7
2025 Q1	$8.01M	Buy	+224,686	New	+$8.01M	2.88%	9