Number of Shares
17,507.00
Current Holdings Value*
$691,350.00
% of Portfolio
0.59%
Total Estimate Gain
$82,375.69
% of Total Estimate Gain
12.98%

Nicholson Meyer Capital Management, Inc.'s Capital Group Dividend Value ETF Holding Summary

As of 2025-06-30, Nicholson Meyer Capital Management, Inc. held 17,507.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $691,350.00. This investment constitutes 0.59% of their stock portfolio, and Nicholson Meyer Capital Management, Inc. now holds 0% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.

The initial trade took place in 2025Q2. And since then Nicholson Meyer Capital Management, Inc. has made 1 purchases of CGDV, at an average price of $36.24, for a total of 17,507.00 shares. Based on historical transaction data and CGDV's current price of $40.95, Nicholson Meyer Capital Management, Inc.'s estimated gain on his CGDV holdings is $82,375.69, reflecting a 12.98% gain to date.

Nicholson Meyer Capital Management, Inc. CGDV ($40.95) Holding Chart

Nicholson Meyer Capital Management, Inc. CGDV ($40.95) 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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