Plante Moran Financial Advisors’s Capital Group Growth ETF CGGR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $125K | Hold |
3,073
| – | – | 0.01% | 209 |
|
2025
Q1 | $105K | Hold |
3,073
| – | – | 0.01% | 236 |
|
2024
Q4 | $114K | Hold |
3,073
| – | – | 0.01% | 234 |
|
2024
Q3 | $107K | Buy |
3,073
+5
| +0.2% | +$174 | 0.01% | 272 |
|
2024
Q2 | $101K | Sell |
3,068
-4,961
| -62% | -$163K | 0.01% | 242 |
|
2024
Q1 | $257K | Buy |
+8,029
| New | +$257K | 0.03% | 149 |
|