Oak Hill Wealth Advisors’s Capital Group Dividend Value ETF CGDV Stock Holding History
Bought
Maintained
Sold
Other funds holding CGDV
Oak Hill Wealth Advisors's CGDV Position: Q3 2025 in Review
Oak Hill Wealth Advisors increased its Capital Group Dividend Value ETF (CGDV) stake by 50% in Q3 2025, buying an estimated $827K and bringing the position to 59,999 shares worth $2.52M. The position accounts for 0.47% of the portfolio, ranked #37.
Oak Hill Wealth Advisors first reported a position in CGDV in Q4 2024 and has held it in 4 quarters since. 585 funds tracked by Wall St. Rank hold CGDV as of Q3 2025.
- Oak Hill Wealth Advisors held 59,999 shares of Capital Group Dividend Value ETF worth $2.52M as of Q3 2025.
- Oak Hill Wealth Advisors bought 20,131 Capital Group Dividend Value ETF shares in Q3 2025, an estimated $827K.
- Capital Group Dividend Value ETF made up 0.47% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #37 holding.
- Oak Hill Wealth Advisors first reported a position in Capital Group Dividend Value ETF in Q4 2024 and has held it in 4 quarters since.
- 585 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q3 2025.
Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.