CWM
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Congress Wealth Management’s Capital Group Dividend Value ETF CGDV Stock Holding History

Congress Wealth Management’s Portfolio CGDV Stock Details CGDV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$17.3M Buy
439,158
+60,918
+16% +$2.41M 0.17% 147
2025
Q1 		$13.6M Buy
378,240
+372,438
+6,419% +$13.4M 0.16% 158
2024
Q4 		$205K Buy
+5,802
New +$205K ﹤0.01% 855