WJ Wealth Management, LLC CGDV Holdings History
WJ Wealth Management, LLC's Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, WJ Wealth Management, LLC held 478,473.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $17.05 Mil. This investment constitutes 6.03% of their stock portfolio, and WJ Wealth Management, LLC now holds 0.11% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2023Q2. And since then WJ Wealth Management, LLC has made 7 purchases of CGDV, at an average price of $27.13, for a total of 638,993.00 shares. In addition, there have been 1 sales at an average price of $36.32 for 160,520.00 shares. Based on historical transaction data and CGDV's current price of $40.63, WJ Wealth Management, LLC's estimated gain on his CGDV holdings is $7.93 Mil, reflecting a 45.76% gain to date.
WJ Wealth Management, LLC CGDV ($40.63) Holding Chart
WJ Wealth Management, LLC CGDV ($40.63) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
