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 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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sigma Planning Corp's TDVG Position: Q1 2026 in Review

Sigma Planning Corp increased its T. Rowe Price Dividend Growth ETF (TDVG) stake by 3.9% in Q1 2026, buying an estimated $28.4K and bringing the position to 16,388 shares worth $731K. The position accounts for 0.02% of the portfolio, ranked #695.

Sigma Planning Corp first reported a position in TDVG in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.96M in Q3 2024. 130 funds tracked by Wall St. Rank hold TDVG as of Q1 2026.

Sigma Planning Corp held 16,388 shares of T. Rowe Price Dividend Growth ETF worth $731K as of Q1 2026.
Sigma Planning Corp bought 619 T. Rowe Price Dividend Growth ETF shares in Q1 2026, an estimated $28.4K.
T. Rowe Price Dividend Growth ETF made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #695 holding.
Sigma Planning Corp first reported a position in T. Rowe Price Dividend Growth ETF in Q2 2023 and has held it in 8 quarters since.
Sigma Planning Corp's T. Rowe Price Dividend Growth ETF position peaked at $1.96M in Q3 2024.
130 funds tracked by Wall St. Rank held T. Rowe Price Dividend Growth ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.