Walkner Condon Financial Advisors’s Capital Group Dividend Value ETF CGDV Stock Holding History

Walkner Condon Financial Advisors’s Portfolio CGDV Stock Details CGDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.2M	Buy
2025 Q2	$489K	Buy
2025 Q1	$296K	Hold
2024 Q4	$293K	Buy
2024 Q3	$219K	Buy