Holistic Planning’s Capital Group Dividend Value ETF CGDV Stock Holding History

Holistic Planning’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	$2.93M	Sell
2025 Q1	$2.65M	Sell
2024 Q4	$2.71M	Sell
2024 Q3	$3.03M	Sell
2024 Q2	$3.93M	Sell
2024 Q1	$3.97M	Sell
2023 Q4	$3.92M	Buy