Sigma Planning Corp’s T. Rowe Price Dividend Growth ETF TDVG Stock Holding History

Sigma Planning Corp’s Portfolio TDVG Stock Details TDVG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$857K	Buy	17,765 +1,233	+7%	+$61.2K	0.02%	640
2026 Q2	$811K	Buy	16,532 +144	+0.9%	+$6.82K	0.02%	691
2026 Q1	$731K	Buy	16,388 +619	+4%	+$28.4K	0.02%	695
2025 Q4	$709K	Buy	15,769 +537	+4%	+$23.9K	0.02%	659
2025 Q3	$670K	Buy	15,232 +1,656	+12%	+$71.2K	0.02%	696
2025 Q2	$575K	Buy	13,576 +1,637	+14%	+$66K	0.02%	723
2025 Q1	$482K	Buy	11,939 +1,174	+11%	+$47.9K	0.02%	755
2024 Q4	$426K	Sell	10,765 -37,087	-78%	-$1.51M	0.01%	797
2024 Q3	$1.96M	Buy	+47,852	New	+$1.9M	0.06%	294
2023 Q3	–	Sell	-45,526	Closed	-$1.52M	–	1299
2023 Q2	$1.52M	Buy	+45,526	New	+$1.47M	0.05%	341

Other funds holding TDVG

James T. Borello East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

Frontier Asset Management Sheridan, Wyoming $530M AUM 13.97% 1-Year Est. Return

Grant Street Asset Management Canonsburg, Pennsylvania $614M AUM 9.27% 1-Year Est. Return

TPG Advisors Northfield, Illinois $187M AUM 12.26% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Sigma Planning Corp's TDVG Position: Q3 2026 in Review

Sigma Planning Corp increased its T. Rowe Price Dividend Growth ETF (TDVG) stake by 7.5% in Q3 2026, buying an estimated $61.2K and bringing the position to 17,765 shares worth $857K. The position accounts for 0.02% of the portfolio, ranked #640.

Sigma Planning Corp first reported a position in TDVG in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.96M in Q3 2024. 46 funds tracked by Wall St. Rank hold TDVG as of Q3 2026.

Sigma Planning Corp held 17,765 shares of T. Rowe Price Dividend Growth ETF worth $857K as of Q3 2026.
Sigma Planning Corp bought 1,233 T. Rowe Price Dividend Growth ETF shares in Q3 2026, an estimated $61.2K.
T. Rowe Price Dividend Growth ETF made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #640 holding.
Sigma Planning Corp first reported a position in T. Rowe Price Dividend Growth ETF in Q2 2023 and has held it in 10 quarters since.
Sigma Planning Corp's T. Rowe Price Dividend Growth ETF position peaked at $1.96M in Q3 2024.
46 funds tracked by Wall St. Rank held T. Rowe Price Dividend Growth ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.