Evernest Financial Advisors’s T. Rowe Price Dividend Growth ETF TDVG Stock Holding History

Evernest Financial Advisors’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
2026 Q2	$274K	Sell	5,595 -1,061	-16%	-$50.3K	0.06%	159
2026 Q1	$311K	Sell	6,656 -1,622	-20%	-$74.3K	0.06%	145
2025 Q4	$388K	Sell	8,278 -225	-3%	-$10K	0.08%	129
2025 Q3	$374K	Sell	8,503 -156	-2%	-$6.71K	0.1%	132
2025 Q2	$367K	Sell	8,659 -11	-0.1%	-$444	0.12%	126
2025 Q1	$350K	Sell	8,670 -185	-2%	-$7.55K	0.13%	120
2024 Q4	$351K	Sell	8,855 -1,075	-11%	-$43.8K	0.09%	124
2024 Q3	$407K	Sell	9,930 -2,733	-22%	-$108K	0.11%	111
2024 Q2	$488K	Sell	12,663 -4,712	-27%	-$178K	0.22%	87
2024 Q1	$632K	Sell	17,375 -1,664	-9%	-$60.5K	0.3%	75
2023 Q4	$672K	Buy	+19,039	New	+$633K	0.34%	68
2021 Q4	$687K	Buy	+18,956	New	+$642K	0.36%	63

Other funds holding TDVG

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Evernest Financial Advisors's TDVG Position: Q2 2026 in Review

Evernest Financial Advisors reduced its T. Rowe Price Dividend Growth ETF (TDVG) stake by 16% in Q2 2026, selling an estimated $50.3K and leaving 5,595 shares worth $274K. The position accounts for 0.06% of the portfolio, ranked #159.

Evernest Financial Advisors first reported a position in TDVG in Q4 2021 and has held it in 12 quarters since. The position peaked at $687K in Q4 2021. 138 funds tracked by Wall St. Rank hold TDVG as of Q2 2026.

Evernest Financial Advisors held 5,595 shares of T. Rowe Price Dividend Growth ETF worth $274K as of Q2 2026.
Evernest Financial Advisors sold 1,061 T. Rowe Price Dividend Growth ETF shares in Q2 2026, an estimated $50.3K.
T. Rowe Price Dividend Growth ETF made up 0.06% of Evernest Financial Advisors's portfolio in Q2 2026, its #159 holding.
Evernest Financial Advisors first reported a position in T. Rowe Price Dividend Growth ETF in Q4 2021 and has held it in 12 quarters since.
Evernest Financial Advisors's T. Rowe Price Dividend Growth ETF position peaked at $687K in Q4 2021.
138 funds tracked by Wall St. Rank held T. Rowe Price Dividend Growth ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.