National Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $944K | Buy |
|
|||||
|
2025
Q4 | $949K | Buy |
|
|||||
|
2025
Q3 | $788K | Buy |
|
|||||
|
2025
Q2 | $667K | Buy |
|
|||||
|
2025
Q1 | $586K | Buy |
|
|||||
|
2024
Q4 | $577K | Buy |
|
|||||
|
2024
Q3 | $584K | Buy |
|
|||||
|
2024
Q2 | $509K | Buy |
|
|||||
|
2024
Q1 | $484K | Sell |
|
|||||
|
2023
Q4 | $650K | Buy |
|
|||||
|
2023
Q3 | $378K | Sell |
|
|||||
|
2023
Q2 | $395K | Buy |
|