Ergawealth Advisors, Inc. Capital Group Divid Value ETF Transaction History

Ergawealth Advisors, Inc.

$215 Billion
Q3 2025

A detailed history of Ergawealth Advisors, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Ergawealth Advisors, Inc. holds 578,808 shares of CGDV stock, worth $24.8 Million. This represents 11.33% of its overall portfolio holdings.

Number of Shares

578,808

Previous 568,141 1.88%

Holding current value

$24.8 Million

Previous $22.4 Billion 8.43%

% of portfolio

11.33%

Previous 10.09%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$39.59 - $42.21 $422,306 - $450,254	10,667 Added 1.88%	578,808 $24.3 Billion
Q2 2025 Jul 22, 2025	BUY	$31.93 - $39.49 $752,270 - $930,384	23,560 Added 4.33%	568,141 $22.4 Billion
Q1 2025 Apr 22, 2025	BUY	$34.95 - $37.36 $1.12 Million - $1.19 Million	31,971 Added 6.24%	544,581 $19.4 Billion
Q4 2024 Feb 05, 2025	BUY	$35.16 - $37.12 $980,471 - $1.04 Million	27,886 Added 5.75%	512,610 $18.1 Billion
Q3 2024 Oct 23, 2024	BUY	$32.96 - $36.48 $525,415 - $581,527	15,941 Added 3.4%	484,724 $17.7 Billion

Q2 2024 Jul 19, 2024	SELL	$31.1 - $33.37 $817,681 - $877,364	-26,292 Reduced 5.31%	468,783 $15.5 Billion
Q1 2024 Apr 29, 2024	SELL	$29.33 - $32.58 $184,485 - $204,928	-6,290 Reduced 1.25%	495,075 $16.1 Billion
Q4 2023 Jan 30, 2024	SELL	$25.56 - $30.04 $637,875 - $749,678	-24,956 Reduced 4.74%	501,365 $15 Billion
Q3 2023 Oct 30, 2023	SELL	$26.43 - $28.23 $606,885 - $648,217	-22,962 Reduced 4.18%	526,321 $13.9 Billion
Q2 2023 Jul 17, 2023	BUY	$24.91 - $27.04 $1.37 Million - $1.49 Million	54,953 Added 11.12%	549,283 $14.9 Billion
Q1 2023 May 02, 2023	BUY	$23.52 - $25.15 $1.84 Million - $1.97 Million	78,294 Added 18.82%	494,330 $12.3 Billion
Q4 2022 Apr 14, 2023	BUY	$20.81 - $24.38 $8.66 Million - $10.1 Million	416,036 New	416,036 $9.81 Billion

Others Institutions Holding CGDV

# of Institutions

617

Shares Held

420M

Call Options Held

Put Options Held

8.7K

View Full List

About CAPITAL GROUP DIVID VALUE ETF

Ticker CGDV
Sector ETFs
Industry ETFs

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Ergawealth Advisors, Inc. Capital Group Divid Value ETF Transaction History