SNWA
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Siligmueller & Norvid Wealth Advisors’s Capital Group Dividend Value ETF CGDV Stock Holding History

Siligmueller & Norvid Wealth Advisors’s Portfolio CGDV Stock Details CGDV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$13.2M Buy
325,059
+56,443
+21% +$2.29M 5.12% 4
2025
Q1 		$9.63M Buy
268,616
+29,026
+12% +$1.04M 4.07% 5
2024
Q4 		$8.45M Buy
+239,590
New +$8.45M 3.6% 5