Capital Group Divid Value Etf Shs Creation Unit shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in Capital Group Divid Value Etf Shs Creation Unit
Tip: Access up to 7 years of quarterly data
All positions including Capital Group Divid Value Etf Shs Creation Unit held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $30M | 746k | 39.49 |
| 2025-03-31 | $35M | 975k | 35.64 |
| 2024-12-31 | $31M | 877k | 35.26 |
| 2024-09-30 | $25M | 678k | 36.44 |
| 2024-06-30 | $14M | 413k | 33.00 |
| 2024-03-31 | $11M | 333k | 32.50 |
| 2023-12-31 | $5.5M | 183k | 29.84 |
| 2023-09-30 | $2.8M | 107k | 26.47 |
| 2023-06-30 | $381k | 14k | 27.04 |
| 2023-03-31 | $513k | 21k | 24.94 |
| 2022-12-31 | $661k | 28k | 23.59 |
| 2022-09-30 | $409k | 20k | 20.43 |
| 2022-06-30 | $1.0M | 46k | 22.32 |
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