Litman Gregory Wealth Management LLC Buys 1,327 Shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV)

Litman Gregory Wealth Management LLC raised its position in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 3.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 36,827 shares of the company’s stock after purchasing an additional 1,327 shares during the period. Litman Gregory Wealth Management LLC’s holdings in Capital Group Dividend Value ETF were worth $1,299,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in CGDV. Blue Trust Inc. increased its holdings in shares of Capital Group Dividend Value ETF by 33.3% in the 4th quarter. Blue Trust Inc. now owns 1,600 shares of the company’s stock worth $58,000 after buying an additional 400 shares during the last quarter. Cassady Schiller Wealth Management LLC bought a new stake in shares of Capital Group Dividend Value ETF in the 3rd quarter worth approximately $83,000. Mather Group LLC. boosted its position in Capital Group Dividend Value ETF by 36.7% during the third quarter. Mather Group LLC. now owns 3,464 shares of the company’s stock valued at $126,000 after buying an additional 930 shares during the period. Westside Investment Management Inc. increased its holdings in shares of Capital Group Dividend Value ETF by 1,595.7% in the fourth quarter. Westside Investment Management Inc. now owns 3,900 shares of the company’s stock worth $138,000 after buying an additional 3,670 shares during the period. Finally, Valley National Advisers Inc. boosted its holdings in Capital Group Dividend Value ETF by 503.2% during the 3rd quarter. Valley National Advisers Inc. now owns 4,192 shares of the company’s stock valued at $151,000 after acquiring an additional 3,497 shares during the period.

Capital Group Dividend Value ETF Price Performance

Shares of Capital Group Dividend Value ETF stock opened at $36.75 on Friday. The stock has a market capitalization of $8.38 billion, a P/E ratio of 22.38 and a beta of 0.92. Capital Group Dividend Value ETF has a one year low of $29.85 and a one year high of $37.17. The business’s 50 day simple moving average is $36.08 and its two-hundred day simple moving average is $35.77.

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.