Visionary Wealth Advisors
Position in CGDV — Capital Group Dividend Value ETF
CIK 1802984
O'FALLON, IL
Position in CGDV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,185,948
-$2,341,449 QoQ
Shares Held
267,572
-26.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#63
of 204 holders
Holding Since
Sep 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,185,948 | 267,572 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $15,527,397 | 365,007 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $14,526,883 | 332,880 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,287,784 | 316,150 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,197,186 | 258,222 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,764,494 | 217,859 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,589,997 | 215,258 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,517,813 | 233,749 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,715,367 | 233,799 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,874,920 | 211,536 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,832,977 | 128,451 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $236,112 | 8,920 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||