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Cannon Wealth Management Services’s Capital Group Dividend Value ETF CGDV Stock Holding History

Cannon Wealth Management Services’s Portfolio CGDV Stock Details CGDV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$889K Sell
22,507
-589
-3% -$23.3K 0.73% 28
2025
Q1 		$818K Sell
23,096
-1,360
-6% -$48.2K 0.73% 28
2024
Q4 		$895K Sell
24,456
-2,316
-9% -$84.7K 0.77% 28
2024
Q3 		$976K Buy
+26,772
New +$976K 0.89% 25