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Farmers & Merchants Investments Inc’s Capital Group Dividend Value ETF CGDV Stock Holding History

Farmers & Merchants Investments Inc’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
2024
Q4 		– Sell
-576
Closed -$21K – 1779
2024
Q3 		$21K Hold
576
– – ﹤0.01% 568
2024
Q2 		$19K Buy
+576
New +$18.8K ﹤0.01% 574

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Envestnet Asset Management
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ACM
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Farmers & Merchants Investments Inc's CGDV Position: Q4 2024 in Review

Farmers & Merchants Investments Inc sold out of Capital Group Dividend Value ETF (CGDV) in Q4 2024, closing a stake of 576 shares — an estimated $21K sold.

Farmers & Merchants Investments Inc first reported a position in CGDV in Q2 2024 and held it in 2 quarters. The position peaked at $21K in Q3 2024. 460 funds tracked by Wall St. Rank hold CGDV as of Q4 2024.

  • Farmers & Merchants Investments Inc reported no remaining Capital Group Dividend Value ETF position as of Q4 2024 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 576 Capital Group Dividend Value ETF shares in Q4 2024, an estimated $21K.
  • Farmers & Merchants Investments Inc first reported a position in Capital Group Dividend Value ETF in Q2 2024 and held it in 2 quarters.
  • Farmers & Merchants Investments Inc's Capital Group Dividend Value ETF position peaked at $21K in Q3 2024.
  • 460 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q4 2024.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2024, filed 28 Jan 2025.