Vermillion & White Wealth Management Group, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1862443
PHOENIXVILLE, PA
Position in CGDV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$657,328
+$550,760 QoQ
Shares Held
15,452
+532.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.96%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $657,328 | 15,452 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $106,568 | 2,442 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $101,082 | 2,405 | Shares | Sole | 2025-11-26 | |
| 2025-06-30 | $96,000 | 2,431 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $83,041 | 2,330 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||