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Trust Company of Vermont’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Trust Company of Vermont’s Portfolio CGDG Stock Details CGDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-870
Closed -$30.1K – 1141
2025
Q3 		$30.1K Buy
+870
New +$29.6K ﹤0.01% 655

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Trust Company of Vermont's CGDG Position: Q4 2025 in Review

Trust Company of Vermont sold out of Capital Group Dividend Growers ETF (CGDG) in Q4 2025, closing a stake of 870 shares — an estimated $30.1K sold.

Trust Company of Vermont first reported a position in CGDG in Q3 2025 and held it in 1 quarter. The position peaked at $30.1K in Q3 2025. 250 funds tracked by Wall St. Rank hold CGDG as of Q4 2025.

  • Trust Company of Vermont reported no remaining Capital Group Dividend Growers ETF position as of Q4 2025 after selling out during the quarter.
  • Trust Company of Vermont sold 870 Capital Group Dividend Growers ETF shares in Q4 2025, an estimated $30.1K.
  • Trust Company of Vermont first reported a position in Capital Group Dividend Growers ETF in Q3 2025 and held it in 1 quarter.
  • Trust Company of Vermont's Capital Group Dividend Growers ETF position peaked at $30.1K in Q3 2025.
  • 250 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.