Vermillion & White Wealth Management Group’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Vermillion & White Wealth Management Group’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
2026 Q1	–	Sell	-3,675	Closed	-$131K	–	144
2025 Q4	$131K	Buy	3,675 +125	+4%	+$4.4K	0.07%	82
2025 Q3	$123K	Sell	3,550 -43	-1%	-$1.46K	0.07%	84
2025 Q2	$121K	Buy	3,593 +103	+3%	+$3.27K	0.08%	77
2025 Q1	$108K	Buy	+3,490	New	+$107K	0.08%	75

Other funds holding CGDG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Vermillion & White Wealth Management Group's CGDG Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Capital Group Dividend Growers ETF (CGDG) in Q1 2026, closing a stake of 3,675 shares — an estimated $131K sold.

Vermillion & White Wealth Management Group first reported a position in CGDG in Q1 2025 and held it in 4 quarters. The position peaked at $131K in Q4 2025. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining Capital Group Dividend Growers ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 3,675 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $131K.
Vermillion & White Wealth Management Group first reported a position in Capital Group Dividend Growers ETF in Q1 2025 and held it in 4 quarters.
Vermillion & White Wealth Management Group's Capital Group Dividend Growers ETF position peaked at $131K in Q4 2025.
264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.