Milestone Investment Advisors’s Capital Group Dividend Value ETF CGDV Stock Holding History

Milestone Investment Advisors’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	$3.38M	Sell
2025 Q1	$3.31M	Buy
2024 Q4	$2.43M	Buy
2024 Q3	$2.34M	Buy
2024 Q2	$1.45M	Buy
2024 Q1	$9.62K	Buy