Wealth Enhancement Advisory Services’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 | $25.2M | Sell |
673,845
-7,435
| -1% | -$279K | 0.04% | 365 |
|
|
2025
Q1 | $22.8M | Buy |
681,280
+64,745
| +11% | +$2.16M | 0.04% | 363 |
|
|
2024
Q4 | $21.6M | Buy |
616,535
+53,873
| +10% | +$1.88M | 0.04% | 357 |
|
|
2024
Q3 | $19.3M | Sell |
562,662
-13,277
| -2% | -$455K | 0.04% | 360 |
|
|
2024
Q2 | $18.6M | Sell |
575,939
-12,325
| -2% | -$397K | 0.04% | 342 |
|
|
2024
Q1 | $18.3M | Buy |
588,264
+6,798
| +1% | +$212K | 0.05% | 342 |
|
|
2023
Q4 | $16.5M | Buy |
581,466
+52,425
| +10% | +$1.48M | 0.05% | 338 |
|
|
2023
Q3 | $13.3M | Buy |
+529,041
| New | +$13.3M | 0.04% | 350 |
|