SILVIA MCCOLL WEALTH MANAGEMENT, LLC CGDV Holdings History
SILVIA MCCOLL WEALTH MANAGEMENT, LLC's Capital Group Dividend Value ETF Holding Summary
As of 2025-06-30, SILVIA MCCOLL WEALTH MANAGEMENT, LLC held 380,357.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $15.02 Mil. This investment constitutes 10.92% of their stock portfolio, and SILVIA MCCOLL WEALTH MANAGEMENT, LLC now holds 0.08% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2025Q2. And since then SILVIA MCCOLL WEALTH MANAGEMENT, LLC has made 1 purchases of CGDV, at an average price of $36.24, for a total of 380,357.00 shares. Based on historical transaction data and CGDV's current price of $40.95, SILVIA MCCOLL WEALTH MANAGEMENT, LLC's estimated gain on his CGDV holdings is $1.79 Mil, reflecting a 12.98% gain to date.
SILVIA MCCOLL WEALTH MANAGEMENT, LLC CGDV ($40.95) Holding Chart
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 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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