Mattern Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-16,341
Closed -$560K 167
2025
Q1
$560K Buy
16,341
+3,350
+26% +$115K 0.12% 88
2024
Q4
$483K Buy
12,991
+112
+0.9% +$4.16K 0.11% 104
2024
Q3
$448K Buy
12,879
+1,605
+14% +$55.8K 0.1% 113
2024
Q2
$371K Buy
+11,274
New +$371K 0.09% 125