AE Wealth Management’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-138,114
| Closed | -$4.47M | – | 2213 |
|
|
2025
Q1 | $4.47M | Buy |
138,114
+137,911
| +67,936% | +$4.46M | 0.04% | 359 |
|
|
2024
Q4 | $6.2K | Buy |
+203
| New | +$6.2K | ﹤0.01% | 1898 |
|
|
2024
Q1 | – | Sell |
-7,339
| Closed | -$205K | – | 1637 |
|
|
2023
Q4 | $205K | Sell |
7,339
-4,935
| -40% | -$138K | ﹤0.01% | 1878 |
|
|
2023
Q3 | $335K | Buy |
+12,274
| New | +$335K | ﹤0.01% | 1566 |
|