VISTA INVESTMENT PARTNERS II, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2035219
RICHMOND, IN
Position in CGDV
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$3,785,421
-$1,703,530 QoQ
Shares Held
88,985
-29.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.99%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CGDV Over Time
Shares Held
Position Value (USD)
All Filings in CGDV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,785,421 | 88,985 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,488,951 | 125,778 | Shares | Sole | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||