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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$2.37M Sell
2024
Q4
$2.41M Buy
2024
Q3
$2.45M Buy
2024
Q2
$2.18M Sell
2024
Q1
$2.18M Sell
2023
Q4
$2.12M Buy
2023
Q3
$1.65M Sell
2023
Q2
$1.74M Buy
2023
Q1
$1.58M Buy
2022
Q4
$1.15M Buy
2022
Q3
$240K Buy
2022
Q2
$15K Buy