Comprehensive Financial Planning’s T. Rowe Price Dividend Growth ETF TDVG Stock Holding History

Comprehensive Financial Planning’s Portfolio TDVG Stock Details TDVG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$210K	Buy	4,279 +10	+0.2%	+$474	0.11%	121
2026 Q1	$191K	Buy	4,269 +14	+0.3%	+$642	0.13%	101
2025 Q4	$191K	Buy	4,255 +10	+0.2%	+$445	0.13%	105
2025 Q3	$187K	Buy	4,245 +1,187	+39%	+$51.1K	0.13%	102
2025 Q2	$130K	Sell	3,058 -236	-7%	-$9.52K	0.1%	114
2025 Q1	$133K	Buy	3,294 +10	+0.3%	+$408	0.13%	90
2024 Q4	$130K	Buy	+3,284	New	+$134K	0.11%	110

Other funds holding TDVG

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Comprehensive Financial Planning's TDVG Position: Q2 2026 in Review

Comprehensive Financial Planning increased its T. Rowe Price Dividend Growth ETF (TDVG) stake by 0.23% in Q2 2026, buying an estimated $474 and bringing the position to 4,279 shares worth $210K. The position accounts for 0.11% of the portfolio, ranked #121.

Comprehensive Financial Planning first reported a position in TDVG in Q4 2024 and has held it in 7 quarters since. 138 funds tracked by Wall St. Rank hold TDVG as of Q2 2026.

Comprehensive Financial Planning held 4,279 shares of T. Rowe Price Dividend Growth ETF worth $210K as of Q2 2026.
Comprehensive Financial Planning bought 10 T. Rowe Price Dividend Growth ETF shares in Q2 2026, an estimated $474.
T. Rowe Price Dividend Growth ETF made up 0.11% of Comprehensive Financial Planning's portfolio in Q2 2026, its #121 holding.
Comprehensive Financial Planning first reported a position in T. Rowe Price Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
138 funds tracked by Wall St. Rank held T. Rowe Price Dividend Growth ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.