Bridgewealth Advisory 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 | $1.01M | Buy |
25,464
+2,808
| +12% | +$111K | 0.26% | 49 |
|
|
2025
Q1 | $807K | Buy |
22,656
+1,625
| +8% | +$57.9K | 1.06% | 30 |
|
|
2024
Q4 | $786K | Buy |
21,031
+5,638
| +37% | +$211K | 0.22% | 51 |
|
|
2024
Q3 | $561K | Buy |
15,393
+7,832
| +104% | +$285K | 0.2% | 51 |
|
|
2024
Q2 | $250K | Buy |
7,561
+745
| +11% | +$24.6K | 0.11% | 59 |
|
|
2024
Q1 | $222K | Buy |
+6,816
| New | +$222K | 0.11% | 71 |
|