Envision Financial Planning, LLC Capital Group Divid Value ETF Transaction History

Envision Financial Planning, LLC

$236 Billion
Q3 2025

A detailed history of Envision Financial Planning, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Envision Financial Planning, LLC holds 9,730 shares of CGDV stock, worth $417,222. This represents 0.17% of its overall portfolio holdings.

Number of Shares

9,730

Previous 9,698 0.33%

Holding current value

$417,222

Previous $383 Million 6.78%

% of portfolio

0.17%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$39.59 - $42.21 $1,266 - $1,350	32 Added 0.33%	9,730 $409 Million
Q2 2025 Aug 14, 2025	BUY	$31.93 - $39.49 $925 - $1,145	29 Added 0.3%	9,698 $383 Million
Q4 2024 Feb 13, 2025	BUY	$35.16 - $37.12 $1,511 - $1,596	43 Added 0.45%	9,669 $341 Million
Q3 2024 Nov 07, 2024	BUY	$32.96 - $36.48 $1,252 - $1,386	38 Added 0.4%	9,626 $351 Million
Q2 2024 Jul 30, 2024	BUY	$31.1 - $33.37 $901 - $967	29 Added 0.3%	9,588 $316 Million

Q1 2024 Apr 30, 2024	SELL	$29.33 - $32.58 $27,394 - $30,429	-934 Reduced 8.9%	9,559 $311 Million
Q4 2023 Jan 23, 2024	BUY	$25.56 - $30.04 $268,201 - $315,209	10,493 New	10,493 $313 Million

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

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Envision Financial Planning, LLC Capital Group Divid Value ETF Transaction History