Tyler-Stone Wealth Management’s Capital Group Dividend Value ETF CGDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Buy
27,958
+6,309
+29% +$249K 0.18% 106
2025
Q1
$772K Buy
21,649
+2,384
+12% +$85K 0.14% 134
2024
Q4
$679K Buy
19,265
+4,485
+30% +$158K 0.12% 154
2024
Q3
$539K Buy
14,780
+14,180
+2,363% +$517K 0.1% 179
2024
Q2
$19.8K Buy
+600
New +$19.8K 0.01% 515