KWB Wealth’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	$7.13M	Buy	200,054 +73,630	+58%	+$2.62M	0.87%	28
2025 Q1	$4.46M	Buy	126,424 +100,454	+387%	+$3.54M	0.54%	33
2024 Q4	$946K	Buy	+25,970	New	+$946K	0.12%	64