Daymark Wealth Partners’s Capital Group Growth ETF CGGR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.4M Sell
304,055
-6,808
-2% -$277K 0.47% 46
2025
Q1
$10.6M Buy
310,863
+84,563
+37% +$2.9M 0.46% 47
2024
Q4
$8.41M Sell
226,300
-4,543
-2% -$169K 0.36% 60
2024
Q3
$8.03M Buy
230,843
+22,308
+11% +$776K 0.34% 66
2024
Q2
$6.86M Buy
208,535
+6,841
+3% +$225K 0.31% 70
2024
Q1
$6.45M Buy
201,694
+11,775
+6% +$377K 0.35% 68
2023
Q4
$5.36M Buy
+189,919
New +$5.36M 0.33% 74