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Coppell Advisory Solutions’s T. Rowe Price Dividend Growth ETF TDVG Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-455
Closed -$18K – 1693
2024
Q4 		$18K Sell
455
-49
-10% -$2K ﹤0.01% 919
2024
Q3 		$20.6K Sell
504
-98
-16% -$3.89K ﹤0.01% 871
2024
Q2 		$23.2K Buy
+602
New +$22.7K ﹤0.01% 721
2023
Q4 		$50.7K Buy
+1,438
New +$47.8K 0.01% 490

Other funds holding TDVG

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Coppell Advisory Solutions's TDVG Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of T. Rowe Price Dividend Growth ETF (TDVG) in Q1 2025, closing a stake of 455 shares — an estimated $18K sold.

Coppell Advisory Solutions first reported a position in TDVG in Q4 2023 and held it in 4 quarters. The position peaked at $50.7K in Q4 2023. 107 funds tracked by Wall St. Rank hold TDVG as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining T. Rowe Price Dividend Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 455 T. Rowe Price Dividend Growth ETF shares in Q1 2025, an estimated $18K.
  • Coppell Advisory Solutions first reported a position in T. Rowe Price Dividend Growth ETF in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's T. Rowe Price Dividend Growth ETF position peaked at $50.7K in Q4 2023.
  • 107 funds tracked by Wall St. Rank held T. Rowe Price Dividend Growth ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.