NDSI
TDVG icon

Newman Dignan & Sheerar Inc’s T. Rowe Price Dividend Growth ETF TDVG Stock Holding History

Newman Dignan & Sheerar Inc’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
2026
Q2 		– Sell
-28,188
Closed -$1.26M – 202
2026
Q1 		$1.26M Buy
28,188
+15,924
+130% +$730K 0.26% 69
2025
Q4 		$552K Buy
+12,264
New +$545K 0.11% 113
2024
Q4 		– Sell
-5,721
Closed -$232K – 193
2024
Q3 		$232K Buy
+5,721
New +$227K 0.06% 166

Other funds holding TDVG

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
SCA
Sandy Cove Advisors Hingham, Massachusetts $400M AUM 27.68% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return

Newman Dignan & Sheerar Inc's TDVG Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc sold out of T. Rowe Price Dividend Growth ETF (TDVG) in Q2 2026, closing a stake of 28,188 shares — an estimated $1.26M sold.

Newman Dignan & Sheerar Inc first reported a position in TDVG in Q3 2024 and held it in 3 quarters. The position peaked at $1.26M in Q1 2026. 44 funds tracked by Wall St. Rank hold TDVG as of Q2 2026.

  • Newman Dignan & Sheerar Inc reported no remaining T. Rowe Price Dividend Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Newman Dignan & Sheerar Inc sold 28,188 T. Rowe Price Dividend Growth ETF shares in Q2 2026, an estimated $1.26M.
  • Newman Dignan & Sheerar Inc first reported a position in T. Rowe Price Dividend Growth ETF in Q3 2024 and held it in 3 quarters.
  • Newman Dignan & Sheerar Inc's T. Rowe Price Dividend Growth ETF position peaked at $1.26M in Q1 2026.
  • 44 funds tracked by Wall St. Rank held T. Rowe Price Dividend Growth ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.