Synergy Investment Management’s Capital Group Dividend Value ETF CGDV Stock Holding History

Synergy Investment Management’s Portfolio CGDV Stock Details CGDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$5.28M	Buy
2024 Q4	$4.55M	Buy