WA
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Waverly Advisors’s Capital Group Dividend Value ETF CGDV Stock Holding History

Waverly Advisors’s Portfolio CGDV Stock Details CGDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$268K Sell
6,780
-849
-11% -$33.5K ﹤0.01% 1011
2025
Q1 		$272K Sell
7,629
-480
-6% -$17.1K ﹤0.01% 957
2024
Q4 		$286K Buy
+8,109
New +$286K ﹤0.01% 835