ORBA Wealth 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
$855K Hold
2025
Q1
$772K Hold
2024
Q4
$763K Hold
2024
Q3
$789K Hold
2024
Q2
$714K Hold
2024
Q1
$704K Hold
2023
Q4
$646K Buy