BlueChip Wealth Advisors LLC CGDV Holdings History
BlueChip Wealth Advisors LLC's Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, BlueChip Wealth Advisors LLC held 114,009.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $4.06 Mil. This investment constitutes 2% of their stock portfolio, and BlueChip Wealth Advisors LLC now holds 0.03% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2025Q1. And since then BlueChip Wealth Advisors LLC has made 1 purchases of CGDV, at an average price of $36.32, for a total of 114,009.00 shares. Based on historical transaction data and CGDV's current price of $41.01, BlueChip Wealth Advisors LLC's estimated gain on his CGDV holdings is $534,702.21, reflecting a 12.91% gain to date.
BlueChip Wealth Advisors LLC CGDV ($41.01) Holding Chart
BlueChip Wealth Advisors LLC CGDV ($41.01) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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