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Orca Wealth Management’s Capital Group Dividend Value ETF CGDV Stock Holding History

Orca Wealth Management’s Portfolio CGDV Stock Details CGDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.13M Buy
53,958
+595
+1% +$23.5K 1.79% 16
2025
Q1 		$1.9M Sell
53,363
-418
-0.8% -$14.9K 1.7% 18
2024
Q4 		$1.9M Buy
+53,781
New +$1.9M 1.71% 17