Visionary Wealth Advisors’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 | $10.2M | Buy |
258,222
+40,363
| +19% | +$1.59M | 0.52% | 46 |
|
|
2025
Q1 | $7.76M | Buy |
217,859
+2,601
| +1% | +$92.7K | 0.47% | 63 |
|
|
2024
Q4 | $7.59M | Sell |
215,258
-18,491
| -8% | -$652K | 0.45% | 65 |
|
|
2024
Q3 | $8.52M | Sell |
233,749
-50
| -0% | -$1.82K | 0.52% | 58 |
|
|
2024
Q2 | $7.72M | Buy |
233,799
+22,263
| +11% | +$735K | 0.5% | 58 |
|
|
2024
Q1 | $6.87M | Buy |
211,536
+83,085
| +65% | +$2.7M | 0.46% | 61 |
|
|
2023
Q4 | $3.83M | Buy |
128,451
+119,531
| +1,340% | +$3.57M | 0.28% | 100 |
|
|
2023
Q3 | $236K | Buy |
+8,920
| New | +$236K | 0.02% | 407 |
|