Brown Miller Wealth Management’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 | $302K | Hold |
7,643
| – | – | 0.09% | 157 |
|
|
2025
Q1 | $272K | Hold |
7,643
| – | – | 0.09% | 150 |
|
|
2024
Q4 | $269K | Buy |
7,643
+688
| +10% | +$24.3K | 0.1% | 108 |
|
|
2024
Q3 | $253K | Hold |
6,955
| – | – | 0.1% | 109 |
|
|
2024
Q2 | $230K | Hold |
6,955
| – | – | 0.1% | 117 |
|
|
2024
Q1 | $226K | Hold |
6,955
| – | – | 0.1% | 118 |
|
|
2023
Q4 | $208K | Buy |
+6,955
| New | +$208K | 0.1% | 119 |
|