Legacy Advisors
TDVG icon

Legacy Advisors’s T. Rowe Price Dividend Growth ETF TDVG Stock Holding History

Legacy Advisors’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
2026
Q3 		– Sell
-13,433
Closed -$659K – 352
2026
Q2 		$659K Buy
+13,433
New +$636K 0.06% 159

Other funds holding TDVG

James T. Borello RIA
James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return
Grant Street Asset Management
Grant Street Asset Management Canonsburg, Pennsylvania $614M AUM 9.27% 1-Year Est. Return
TA
TPG Advisors Northfield, Illinois $187M AUM 12.26% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
MB, Levis & Associates
MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return
Nautilus Advisors
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Legacy Advisors's TDVG Position: Q3 2026 in Review

Legacy Advisors sold out of T. Rowe Price Dividend Growth ETF (TDVG) in Q3 2026, closing a stake of 13,433 shares — an estimated $659K sold.

Legacy Advisors first reported a position in TDVG in Q2 2026 and held it in 1 quarter. The position peaked at $659K in Q2 2026. 41 funds tracked by Wall St. Rank hold TDVG as of Q3 2026.

  • Legacy Advisors reported no remaining T. Rowe Price Dividend Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Legacy Advisors sold 13,433 T. Rowe Price Dividend Growth ETF shares in Q3 2026, an estimated $659K.
  • Legacy Advisors first reported a position in T. Rowe Price Dividend Growth ETF in Q2 2026 and held it in 1 quarter.
  • Legacy Advisors's T. Rowe Price Dividend Growth ETF position peaked at $659K in Q2 2026.
  • 41 funds tracked by Wall St. Rank held T. Rowe Price Dividend Growth ETF as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.