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Oak Hill Wealth Advisors’s Capital Group Dividend Value ETF CGDV Stock Holding History

Oak Hill Wealth Advisors’s Portfolio CGDV Stock Details CGDV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.6M Buy
39,868
+5,268
+15% +$211K 0.33% 43
2025
Q1 		$1.23M Buy
34,600
+6,932
+25% +$247K 0.29% 48
2024
Q4 		$976K Buy
+27,668
New +$976K 0.23% 49
2024
Q3 		– Hold
0
– – – 30