Guardian Wealth Advisors (North Carolina)’s Capital Group Growth ETF CGGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.33M | Buy |
131,228
+43,170
| +49% | +$1.75M | 0.38% | 48 |
|
|
2025
Q1 | $3.02M | Buy |
88,058
+7,081
| +9% | +$243K | 0.24% | 63 |
|
|
2024
Q4 | $3.01M | Buy |
80,977
+6,605
| +9% | +$246K | 0.24% | 60 |
|
|
2024
Q3 | $2.59M | Buy |
74,372
+140
| +0.2% | +$4.87K | 0.27% | 51 |
|
|
2024
Q2 | $2.44M | Buy |
74,232
+300
| +0.4% | +$9.87K | 0.29% | 49 |
|
|
2024
Q1 | $2.37M | Buy |
73,932
+33,257
| +82% | +$1.06M | 0.29% | 48 |
|
|
2023
Q4 | $1.15M | Hold |
40,675
| – | – | 0.17% | 79 |
|
|
2023
Q3 | $997K | Buy |
+40,675
| New | +$997K | 0.17% | 79 |
|