Confluence Wealth Services’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 | $208M | Buy |
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|
2025
Q1 | $172M | Buy |
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|
2024
Q4 | $172M | Buy |
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|
2024
Q3 | $157M | Buy |
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|
2024
Q2 | $134M | Buy |
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|
2024
Q1 | $126M | Buy |
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|
2023
Q4 | $103M | Buy |
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|
2023
Q3 | $53.3M | Buy |
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|
2023
Q2 | $41.5M | Buy |
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|
2023
Q1 | $36M | Buy |
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|
2022
Q4 | $30.7M | Buy |
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|
2022
Q3 | $7.83M | Buy |
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|
2022
Q2 | $1.34M | Buy |
|