Long View Wealth Management Capital Group Divid Value ETF Transaction History

Long View Wealth Management

$369 Billion
Q3 2025

A detailed history of Long View Wealth Management transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Long View Wealth Management holds 197,913 shares of CGDV stock, worth $8.49 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares

197,913

Previous 138,271 43.13%

Holding current value

$8.49 Million

Previous $5.46 Billion 52.34%

% of portfolio

2.25%

Previous 1.65%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$39.59 - $42.21 $2.36 Million - $2.52 Million	59,642 Added 43.13%	197,913 $8.32 Billion
Q2 2025 Jul 11, 2025	SELL	$31.93 - $39.49 $204,703 - $253,170	-6,411 Reduced 4.43%	138,271 $5.46 Billion
Q1 2025 Apr 21, 2025	BUY	$34.95 - $37.36 $102,508 - $109,576	2,933 Added 2.07%	144,682 $5.16 Billion
Q4 2024 Jan 15, 2025	BUY	$35.16 - $37.12 $418,614 - $441,950	11,906 Added 9.17%	141,749 $5 Billion
Q3 2024 Oct 09, 2024	BUY	$32.96 - $36.48 $929,373 - $1.03 Million	28,197 Added 27.74%	129,843 $4.73 Billion

Q2 2024 Jul 22, 2024	BUY	$31.1 - $33.37 $767,765 - $823,805	24,687 Added 32.08%	101,646 $3.35 Billion
Q1 2024 Apr 16, 2024	BUY	$29.33 - $32.58 $203,843 - $226,431	6,950 Added 9.93%	76,959 $2.5 Billion
Q4 2023 Jan 10, 2024	BUY	$25.56 - $30.04 $1.79 Million - $2.1 Million	70,009 New	70,009 $2.08 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

More about CGDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Long View Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Long View Wealth Management with notifications on news.

Account

Long View Wealth Management Capital Group Divid Value ETF Transaction History