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Secure Asset Management’s Capital Group Dividend Value ETF CGDV Stock Holding History

Secure Asset Management’s Portfolio CGDV Stock Details CGDV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.34M Buy
135,098
+38,069
+39% +$1.5M 0.98% 20
2025
Q1 		$3.46M Buy
97,029
+39,218
+68% +$1.4M 0.69% 31
2024
Q4 		$2.04M Buy
+57,811
New +$2.04M 0.31% 77