Gutierrez Wealth Advisory’s Capital Group Dividend Value ETF CGDV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$13.5M	Sell	342,952 -24,627	-7%	-$973K	9.08%	3
2025 Q1	$13.1M	Buy	367,579 +18,006	+5%	+$642K	10.63%	2
2024 Q4	$12.3M	Buy	+349,573	New	+$12.3M	10.17%	3