Visionary Wealth Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$605K	Buy	18,078 +1,129	+7%	+$37.8K	0.03%	331
2025 Q1	$525K	Buy	16,949 +7,640	+82%	+$237K	0.03%	342
2024 Q4	$291K	Buy	+9,309	New	+$291K	0.02%	447