Independent Financial Group’s Capital Group Dividend Value ETF CGDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.9M | Buy |
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|
2025
Q4 | $24.5M | Buy |
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|
2025
Q3 | $15M | Buy |
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|
2025
Q2 | $5.01M | Buy |
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|
2025
Q1 | $2.97M | Buy |
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|
2024
Q4 | $2.52M | Buy |
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|
2024
Q3 | $2.44M | Sell |
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|
2024
Q2 | $2.31M | Buy |
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|
2024
Q1 | $1.69M | Buy |
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|
2023
Q4 | $1.38M | Buy |
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|
2023
Q3 | $978K | Buy |
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|
2023
Q2 | $947K | Buy |
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|
2023
Q1 | $767K | Buy |
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|
2022
Q4 | $510K | Buy |
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|
2022
Q3 | $332K | Buy |
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