Kerntke Otto McGlone Wealth Management Group’s Capital Group Dividend Value ETF CGDV Stock Holding History

Kerntke Otto McGlone Wealth Management Group’s Portfolio CGDV Stock Details CGDV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.45M	Buy
2025 Q2	$1.26M	Buy
2025 Q1	$884K	Buy
2024 Q4	$764K	Buy
2024 Q3	$657K	Sell
2024 Q2	$640K	Buy
2024 Q1	$539K	Buy