Hartmann Taylor Wealth Management, LLC CGDV Holdings History
Number of Shares
266,019.00
Current Holdings Value*
$9.48 Mil
% of Portfolio
8.5%
Total Estimate Gain
$843,280.23
% of Total Estimate Gain
8.73%
Hartmann Taylor Wealth Management, LLC's Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, Hartmann Taylor Wealth Management, LLC held 266,019.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $9.48 Mil. This investment constitutes 8.5% of their stock portfolio, and Hartmann Taylor Wealth Management, LLC now holds 0.06% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and CGDV's current price of $39.49, Hartmann Taylor Wealth Management, LLC's estimated gain on his CGDV holdings is $843,280.23, reflecting a 8.73% gain to date.
Hartmann Taylor Wealth Management, LLC CGDV ($39.49) Holding Chart
Hartmann Taylor Wealth Management, LLC CGDV ($39.49) 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
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers