Visionary Wealth Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $575K | Buy |
15,579
+542
| +4% | +$20K | 0.03% | 335 |
|
2025
Q1 | $502K | Buy |
15,037
+5,036
| +50% | +$168K | 0.03% | 348 |
|
2024
Q4 | $350K | Buy |
10,001
+1,223
| +14% | +$42.8K | 0.02% | 411 |
|
2024
Q3 | $301K | Buy |
8,778
+276
| +3% | +$9.46K | 0.02% | 430 |
|
2024
Q2 | $274K | Buy |
8,502
+204
| +2% | +$6.58K | 0.02% | 428 |
|
2024
Q1 | $259K | Buy |
8,298
+250
| +3% | +$7.79K | 0.02% | 423 |
|
2023
Q4 | $228K | Buy |
+8,048
| New | +$228K | 0.02% | 440 |
|