Fermata Advisors’s Capital Group Dividend Value ETF CGDV Stock Holding History

Fermata Advisors’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 Q3	$9M	Buy
2025 Q2	$7.71M	Sell
2025 Q1	$6.99M	Buy
2024 Q4	$6.86M	Buy
2024 Q3	$207K	Buy