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Core Wealth Advisors’s Capital Group Dividend Value ETF CGDV Stock Holding History

Core Wealth Advisors’s Portfolio CGDV Stock Details CGDV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$10.6M Buy
269,121
+17,996
+7% +$711K 3.05% 10
2025
Q1 		$8.95M Buy
+251,125
New +$8.95M 2.85% 11