WFA Of San Diego, LLC CGDV Holdings History
WFA of San Diego, LLC's Capital Group Dividend Value ETF Holding Summary
As of 2024-09-30, WFA of San Diego, LLC held 18,185.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $662,660.00. This investment constitutes 0.56% of their stock portfolio, and WFA of San Diego, LLC now holds 0.01% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2024Q3. And since then WFA of San Diego, LLC has made 1 purchases of CGDV, at an average price of $34.74, for a total of 18,185.00 shares. Based on historical transaction data and CGDV's current price of $40.42, WFA of San Diego, LLC's estimated gain on his CGDV holdings is $103,290.80, reflecting a 16.35% gain to date.
WFA of San Diego, LLC CGDV ($40.42) Holding Chart
WFA of San Diego, LLC CGDV ($40.42) 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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