LWM
LongView Wealth Management’s Capital Group Dividend Value ETF CGDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.46M | Sell |
138,271
-6,411
| -4% | -$253K | 1.65% | 14 |
|
|
2025
Q1 | $5.16M | Buy |
144,682
+2,933
| +2% | +$105K | 1.55% | 15 |
|
|
2024
Q4 | $5M | Buy |
141,749
+11,906
| +9% | +$420K | 1.52% | 17 |
|
|
2024
Q3 | $4.73M | Buy |
129,843
+28,197
| +28% | +$1.03M | 1.51% | 18 |
|
|
2024
Q2 | $3.35M | Buy |
101,646
+24,687
| +32% | +$815K | 1.24% | 21 |
|
|
2024
Q1 | $2.5M | Buy |
76,959
+6,950
| +10% | +$226K | 0.99% | 25 |
|
|
2023
Q4 | $2.08M | Buy |
+70,009
| New | +$2.08M | 0.93% | 27 |
|