Capital Group Dividend Value ETF (NYSEARCA:CGDV) Shares Acquired by Walkner Condon Financial Advisors LLC

Walkner Condon Financial Advisors LLC increased its position in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 38.3% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 8,300 shares of the company’s stock after purchasing an additional 2,300 shares during the quarter. Walkner Condon Financial Advisors LLC’s holdings in Capital Group Dividend Value ETF were worth $293,000 as of its most recent filing with the SEC.

Several other large investors have also recently made changes to their positions in CGDV. Blue Trust Inc. increased its position in shares of Capital Group Dividend Value ETF by 33.3% during the fourth quarter. Blue Trust Inc. now owns 1,600 shares of the company’s stock worth $58,000 after purchasing an additional 400 shares in the last quarter. Cassady Schiller Wealth Management LLC purchased a new stake in shares of Capital Group Dividend Value ETF during the third quarter worth approximately $83,000. Oakworth Capital Inc. purchased a new stake in shares of Capital Group Dividend Value ETF during the fourth quarter worth approximately $129,000. Westside Investment Management Inc. increased its position in shares of Capital Group Dividend Value ETF by 1,595.7% during the fourth quarter. Westside Investment Management Inc. now owns 3,900 shares of the company’s stock worth $138,000 after purchasing an additional 3,670 shares in the last quarter. Finally, Valley National Advisers Inc. increased its position in shares of Capital Group Dividend Value ETF by 503.2% during the third quarter. Valley National Advisers Inc. now owns 4,192 shares of the company’s stock worth $151,000 after purchasing an additional 3,497 shares in the last quarter.

Capital Group Dividend Value ETF Stock Performance

Shares of CGDV opened at $37.20 on Friday. Capital Group Dividend Value ETF has a one year low of $30.28 and a one year high of $37.38. The stock has a market capitalization of $8.48 billion, a price-to-earnings ratio of 22.38 and a beta of 0.92. The stock has a 50 day moving average price of $36.12 and a 200 day moving average price of $35.96.

Capital Group Dividend Value ETF Company Profile

The Capital Group Dividend Value ETF (CGDV) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed fund that primarily invests in stocks of dividend-paying, large- and mid-cap US companies. The fund seeks to produce income exceeding the average yield on US stocks.