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

Core Wealth Partners’s Portfolio CGDV Stock Details CGDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$705K	Buy
2025 Q1	$625K	Buy
2024 Q4	$532K	Buy
2024 Q3	$549K	Buy
2024 Q2	$491K	Hold
2024 Q1	$484K	Buy
2023 Q4	$347K	Sell
2023 Q3	$330K	Buy
2023 Q2	$336K	Buy
2023 Q1	$260K	Buy