Capital Advantage, Inc. CGDV Holdings History
Capital Advantage, Inc.'s Capital Group Dividend Value ETF Holding Summary
As of 2025-06-30, Capital Advantage, Inc. held 518,164.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $20.46 Mil. This investment constitutes 3.24% of their stock portfolio, and Capital Advantage, Inc. now holds 0.11% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2025Q2. And since then Capital Advantage, Inc. has made 1 purchases of CGDV, at an average price of $36.24, for a total of 518,164.00 shares. Based on historical transaction data and CGDV's current price of $40.63, Capital Advantage, Inc.'s estimated gain on his CGDV holdings is $2.27 Mil, reflecting a 12.11% gain to date.
Capital Advantage, Inc. CGDV ($40.63) Holding Chart
Capital Advantage, Inc. CGDV ($40.63) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
