Marshall & Sterling Wealth Advisors’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	$95.5K	Buy	2,419 +694	+40%	+$27.4K	0.06%	112
2025 Q1	$61.5K	Buy	+1,725	New	+$61.5K	0.04%	133