Gladstone Institutional Advisory’s Capital Group Dividend Value ETF CGDV Stock Holding History

Gladstone Institutional Advisory’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	$4.9M	Buy
2025 Q2	$4.22M	Buy
2025 Q1	$2.33M	Buy
2024 Q4	$980K	Buy
2024 Q3	$369K	Buy
2024 Q2	$222K	Buy