QFA
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Quantum Financial Advisors’s Capital Group Dividend Value ETF CGDV Stock Holding History

Quantum Financial Advisors’s Portfolio CGDV Stock Details CGDV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,205
Closed -$395K – 178
2024
Q4 		$395K Hold
11,205
– – 0.06% 102
2024
Q3 		$408K Buy
+11,205
New +$408K 0.06% 101