Brown Miller Wealth Management’s Capital Group Dividend Value ETF CGDV Stock Holding History

Brown Miller Wealth Management’s Portfolio CGDV Stock Details CGDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$313K	Sell
2025 Q2	$302K	Hold
2025 Q1	$272K	Hold
2024 Q4	$269K	Buy
2024 Q3	$253K	Hold
2024 Q2	$230K	Hold
2024 Q1	$226K	Hold
2023 Q4	$208K	Buy