Wealthcare Advisory Partners’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 | $9.76M | Buy |
264,366
+29,854
| +13% | +$1.1M | 0.22% | 88 |
|
|
2025
Q1 | $7.83M | Buy |
234,512
+755
| +0.3% | +$25.2K | 0.21% | 89 |
|
|
2024
Q4 | $8.17M | Buy |
233,757
+3,590
| +2% | +$126K | 0.23% | 87 |
|
|
2024
Q3 | $7.89M | Sell |
230,167
-3,405
| -1% | -$117K | 0.22% | 86 |
|
|
2024
Q2 | $7.53M | Buy |
233,572
+12,284
| +6% | +$396K | 0.24% | 75 |
|
|
2024
Q1 | $6.9M | Sell |
221,288
-6,479
| -3% | -$202K | 0.23% | 79 |
|
|
2023
Q4 | $6.45M | Buy |
227,767
+70,712
| +45% | +$2M | 0.26% | 70 |
|
|
2023
Q3 | $3.94M | Buy |
157,055
+113,567
| +261% | +$2.85M | 0.18% | 96 |
|
|
2023
Q2 | $1.12M | Buy |
43,488
+6,204
| +17% | +$159K | 0.05% | 264 |
|
|
2023
Q1 | $883K | Buy |
+37,284
| New | +$883K | 0.04% | 314 |
|