WEALTHCARE CAPITAL MANAGEMENT LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1516450
RICHMOND, VA
Position in CGDV
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$373,245
-$20,082 QoQ
Shares Held
8,774
-2.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGDV Over Time
Shares Held
Position Value (USD)
All Filings in CGDV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $373,245 | 8,774 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $393,327 | 9,013 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $387,936 | 9,230 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $515,383 | 13,051 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $627,762 | 17,614 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $561,691 | 15,930 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $587,740 | 16,129 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||