NFA
Northwest Financial Advisors’s Capital Group Dividend Value ETF CGDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
39,950
+475
| +1% | +$18.8K | 2.2% | 14 |
|
|
2025
Q1 | $1.41M | Buy |
39,475
+4,438
| +13% | +$158K | 1.17% | 21 |
|
|
2024
Q4 | $1.24M | Buy |
35,037
+9,227
| +36% | +$325K | 1.02% | 23 |
|
|
2024
Q3 | $941K | Buy |
25,810
+4,057
| +19% | +$148K | 0.75% | 27 |
|
|
2024
Q2 | $718K | Buy |
21,753
+3,580
| +20% | +$118K | 0.73% | 32 |
|
|
2024
Q1 | $591K | Buy |
18,173
+10,660
| +142% | +$346K | 0.65% | 42 |
|
|
2023
Q4 | $224K | Buy |
+7,513
| New | +$224K | 0.19% | 83 |
|