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

Francis Financial’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	$375K	Hold
2025 Q1	$338K	Hold
2024 Q4	$334K	Hold
2024 Q3	$346K	Hold
2024 Q2	$313K	Buy
2024 Q1	$259K	Buy