Carolinas Wealth Consulting’s Capital Group Growth ETF CGGR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-54,043	Closed	-$1.85M	–	150
2025 Q1	$1.85M	Buy	54,043 +5,075	+10%	+$190K	0.4%	41
2024 Q4	$1.82M	Buy	48,968 +2,308	+5%	+$84.8K	0.36%	46
2024 Q3	$1.62M	Buy	46,660 +985	+2%	+$32.6K	0.29%	49
2024 Q2	$1.5M	Buy	45,675 +2,476	+6%	+$78.6K	0.29%	50
2024 Q1	$1.38M	Sell	43,199 -1,178	-3%	-$35.4K	0.27%	53
2023 Q4	$1.25M	Buy	44,377 +438	+1%	+$11.3K	0.27%	51
2023 Q3	$1.05M	Buy	43,939 +4,600	+12%	+$117K	0.26%	53
2023 Q2	$995K	Buy	39,339 +1,028	+3%	+$23.9K	0.2%	69
2023 Q1	$860K	Buy	38,311 +2,139	+6%	+$46.4K	0.18%	72
2022 Q4	$721K	Buy	36,172 +35,678	+7,222%	+$726K	0.16%	74
2022 Q3	$10K	Hold	494	–	–	﹤0.01%	565
2022 Q2	$10K	Buy	+494	New	+$11.1K	﹤0.01%	566