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Laurel Wealth Advisors (California)’s T. Rowe Price Dividend Growth ETF TDVG Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio TDVG Stock Details TDVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-18,516
Closed -$654K – 801
2021
Q4 		$654K Buy
18,516
+855
+5% +$29K 0.05% 367
2021
Q3 		$562K Buy
17,661
+4,039
+30% +$132K 0.1% 215
2021
Q2 		$432K Buy
+13,622
New +$425K 0.06% 311

Other funds holding TDVG

CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
FCG
Financial Connections Group Corte Madera, California $288M AUM 15.87% 1-Year Est. Return
WWM
Windsor Wealth Management Indianapolis, Indiana $546M AUM 16.47% 1-Year Est. Return
FFWM
Future Financial Wealth Management Cincinnati, Ohio $160M AUM 21.24% 1-Year Est. Return

Laurel Wealth Advisors (California)'s TDVG Position: Q1 2022 in Review

Laurel Wealth Advisors (California) sold out of T. Rowe Price Dividend Growth ETF (TDVG) in Q1 2022, closing a stake of 18,516 shares — an estimated $654K sold.

Laurel Wealth Advisors (California) first reported a position in TDVG in Q2 2021 and held it in 3 quarters. The position peaked at $654K in Q4 2021. 28 funds tracked by Wall St. Rank hold TDVG as of Q1 2022.

  • Laurel Wealth Advisors (California) reported no remaining T. Rowe Price Dividend Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 18,516 T. Rowe Price Dividend Growth ETF shares in Q1 2022, an estimated $654K.
  • Laurel Wealth Advisors (California) first reported a position in T. Rowe Price Dividend Growth ETF in Q2 2021 and held it in 3 quarters.
  • Laurel Wealth Advisors (California)'s T. Rowe Price Dividend Growth ETF position peaked at $654K in Q4 2021.
  • 28 funds tracked by Wall St. Rank held T. Rowe Price Dividend Growth ETF as of Q1 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2022, filed 13 May 2022.