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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.17M Buy
2025
Q1
$517K Hold
2024
Q4
$511K Hold
2024
Q3
$528K Sell
2024
Q2
$480K Buy
2024
Q1
Sell
2023
Q4
$434K Buy
2023
Q3
$377K Buy
2023
Q2
$312K Hold
2023
Q1
$288K Buy
2022
Q4
$270K Hold
2022
Q3
$234K Buy