MCM
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MidAtlantic Capital Management’s T. Rowe Price Dividend Growth ETF TDVG Stock Holding History

MidAtlantic Capital Management’s Portfolio TDVG Stock Details TDVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-210
Closed -$7.98K – 241
2024
Q1 		$7.98K Hold
210
– – 0.01% 208
2023
Q4 		$7.41K Buy
+210
New +$6.98K 0.01% 206

Other funds holding TDVG

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SFA
Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

MidAtlantic Capital Management's TDVG Position: Q2 2024 in Review

MidAtlantic Capital Management sold out of T. Rowe Price Dividend Growth ETF (TDVG) in Q2 2024, closing a stake of 210 shares — an estimated $7.98K sold.

MidAtlantic Capital Management first reported a position in TDVG in Q4 2023 and held it in 2 quarters. The position peaked at $7.98K in Q1 2024. 96 funds tracked by Wall St. Rank hold TDVG as of Q2 2024.

  • MidAtlantic Capital Management reported no remaining T. Rowe Price Dividend Growth ETF position as of Q2 2024 after selling out during the quarter.
  • MidAtlantic Capital Management sold 210 T. Rowe Price Dividend Growth ETF shares in Q2 2024, an estimated $7.98K.
  • MidAtlantic Capital Management first reported a position in T. Rowe Price Dividend Growth ETF in Q4 2023 and held it in 2 quarters.
  • MidAtlantic Capital Management's T. Rowe Price Dividend Growth ETF position peaked at $7.98K in Q1 2024.
  • 96 funds tracked by Wall St. Rank held T. Rowe Price Dividend Growth ETF as of Q2 2024.

Based on MidAtlantic Capital Management's 13F filing for Q2 2024, filed 8 Nov 2024.