THOROUGHBRED FINANCIAL SERVICES, LLC CGDV Holdings History
THOROUGHBRED FINANCIAL SERVICES, LLC's Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, THOROUGHBRED FINANCIAL SERVICES, LLC held 147,273.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $5.25 Mil. This investment constitutes 0.33% of their stock portfolio, and THOROUGHBRED FINANCIAL SERVICES, LLC now holds 0.03% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2023Q2. And since then THOROUGHBRED FINANCIAL SERVICES, LLC has made 8 purchases of CGDV, at an average price of $35.08, for a total of 147,273.00 shares. Based on historical transaction data and CGDV's current price of $40.61, THOROUGHBRED FINANCIAL SERVICES, LLC's estimated gain on his CGDV holdings is $814,425.03, reflecting a 15.76% gain to date.
THOROUGHBRED FINANCIAL SERVICES, LLC CGDV ($40.61) Holding Chart
THOROUGHBRED FINANCIAL SERVICES, LLC 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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