MWM
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Mascagni Wealth Management’s Capital Group Dividend Value ETF CGDV Stock Holding History

Mascagni Wealth Management’s Portfolio CGDV Stock Details CGDV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.55M Buy
89,969
+64,733
+257% +$2.56M 3.03% 7
2025
Q1 		$899K Hold
25,236
– – 0.89% 32
2024
Q4 		$899K Buy
+25,236
New +$899K 0.89% 32