McNamara Financial Services’s Capital Group Dividend Value ETF CGDV Stock Holding History

McNamara Financial Services’s Portfolio CGDV Stock Details CGDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$256K	Sell
2025 Q1	$468K	Buy
2024 Q4	–	Sell
2024 Q3	$360K	Buy
2024 Q2	$235K	Buy