Global Retirement Partners’s T. Rowe Price Dividend Growth ETF TDVG Stock Holding History

Global Retirement Partners’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
2023 Q3	–	Sell	-331	Closed	-$11K	–	3335
2023 Q2	$11K	Buy	331 +1	+0.3%	+$32	﹤0.01%	1932
2023 Q1	$10.6K	Buy	330 +1	+0.3%	+$32	﹤0.01%	1904
2022 Q4	$10.3K	Buy	+329	New	+$10.2K	﹤0.01%	1770

Other funds holding TDVG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FAM

Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $967M AUM

SFA

Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Global Retirement Partners's TDVG Position: Q3 2023 in Review

Global Retirement Partners sold out of T. Rowe Price Dividend Growth ETF (TDVG) in Q3 2023, closing a stake of 331 shares — an estimated $11K sold.

Global Retirement Partners first reported a position in TDVG in Q4 2022 and held it in 3 quarters. The position peaked at $11K in Q2 2023. 75 funds tracked by Wall St. Rank hold TDVG as of Q3 2023.

Global Retirement Partners reported no remaining T. Rowe Price Dividend Growth ETF position as of Q3 2023 after selling out during the quarter.
Global Retirement Partners sold 331 T. Rowe Price Dividend Growth ETF shares in Q3 2023, an estimated $11K.
Global Retirement Partners first reported a position in T. Rowe Price Dividend Growth ETF in Q4 2022 and held it in 3 quarters.
Global Retirement Partners's T. Rowe Price Dividend Growth ETF position peaked at $11K in Q2 2023.
75 funds tracked by Wall St. Rank held T. Rowe Price Dividend Growth ETF as of Q3 2023.

Based on Global Retirement Partners's 13F filing for Q3 2023, filed 13 Oct 2023.