Northwest Financial Advisors’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
$1.58M Buy
2025
Q1
$1.41M Buy
2024
Q4
$1.24M Buy
2024
Q3
$941K Buy
2024
Q2
$718K Buy
2024
Q1
$591K Buy
2023
Q4
$224K Buy