Envision Financial Planning’s Capital Group Dividend Value ETF CGDV Stock Holding History

Envision Financial Planning’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	$383K	Buy
2025 Q1	$345K	Hold
2024 Q4	$341K	Buy
2024 Q3	$351K	Buy
2024 Q2	$316K	Buy
2024 Q1	$311K	Sell
2023 Q4	$313K	Buy