Midwest Heritage Bank, FSB CGDV Holdings History
Midwest Heritage Bank, FSB's Capital Group Dividend Value ETF Holding Summary
As of 2025-06-30, Midwest Heritage Bank, FSB held 641,829.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $25.35 Mil. This investment constitutes 9.53% of their stock portfolio, and Midwest Heritage Bank, FSB now holds 0.14% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2022Q2. And since then Midwest Heritage Bank, FSB has made 12 purchases of CGDV, at an average price of $31.37, for a total of 641,829.00 shares. Based on historical transaction data and CGDV's current price of $40.61, Midwest Heritage Bank, FSB's estimated gain on his CGDV holdings is $5.93 Mil, reflecting a 29.46% gain to date.
Midwest Heritage Bank, FSB CGDV ($40.61) Holding Chart
Midwest Heritage Bank, FSB CGDV ($40.61) 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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