Walkner Condon Financial 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	$489K	Buy	12,390 +4,090	+49%	+$162K	0.09%	160
2025 Q1	$296K	Hold	8,300	–	–	0.06%	202
2024 Q4	$293K	Buy	8,300 +2,300	+38%	+$81.1K	0.06%	221
2024 Q3	$219K	Buy	+6,000	New	+$219K	0.04%	255