Envision Financial Planning, LLC CGCV Holdings History
Envision Financial Planning, LLC's Capital Group Conservative Equity ETF Holding Summary
As of 2025-03-31, Envision Financial Planning, LLC held 83,098.00 shares of Capital Group Conservative Equity ETF(CGCV), totaling $2.25 Mil. This investment constitutes 1.15% of their stock portfolio, and Envision Financial Planning, LLC now holds 0.77% of the outstanding Capital Group Conservative Equity ETF(CGCV) stock.
The initial trade took place in 2024Q3. And since then Envision Financial Planning, LLC has made 3 purchases of CGCV, at an average price of $26.89, for a total of 83,098.00 shares. Based on historical transaction data and CGCV's current price of $28.96, Envision Financial Planning, LLC's estimated gain on his CGCV holdings is $172,280.14, reflecting a 7.71% gain to date.
Envision Financial Planning, LLC CGCV ($28.96) Holding Chart
Envision Financial Planning, LLC CGCV ($28.96) 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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