Arkadios Wealth Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Sell |
12,570
-2,033
| -14% | -$81K | 0.01% | 825 |
|
|
2025
Q1 | $598K | Buy |
14,603
+4,132
| +39% | +$169K | 0.02% | 638 |
|
|
2024
Q4 | $402K | Buy |
10,471
+1,073
| +11% | +$41.2K | 0.02% | 631 |
|
|
2024
Q3 | $383K | Buy |
9,398
+1,802
| +24% | +$73.4K | 0.02% | 639 |
|
|
2024
Q2 | $272K | Buy |
7,596
+66
| +0.9% | +$2.36K | 0.02% | 662 |
|
|
2024
Q1 | $277K | Sell |
7,530
-1,631
| -18% | -$60.1K | 0.02% | 561 |
|
|
2023
Q4 | $333K | Buy |
9,161
+86
| +0.9% | +$3.13K | 0.03% | 484 |
|
|
2023
Q3 | $307K | Buy |
9,075
+46
| +0.5% | +$1.56K | 0.03% | 477 |
|
|
2023
Q2 | $331K | Sell |
9,029
-1,198
| -12% | -$43.9K | 0.04% | 418 |
|
|
2023
Q1 | $381K | Sell |
10,227
-741
| -7% | -$27.6K | 0.05% | 369 |
|
|
2022
Q4 | $417K | Sell |
10,968
-252
| -2% | -$9.59K | 0.06% | 320 |
|
|
2022
Q3 | $383K | Buy |
11,220
+5,780
| +106% | +$197K | 0.06% | 325 |
|
|
2022
Q2 | $205K | Sell |
5,440
-149
| -3% | -$5.62K | 0.03% | 503 |
|
|
2022
Q1 | $222K | Sell |
5,589
-20,230
| -78% | -$804K | 0.03% | 504 |
|
|
2021
Q4 | $1.03M | Sell |
25,819
-1,358
| -5% | -$54.4K | 0.14% | 170 |
|
|
2021
Q3 | $978K | Sell |
27,177
-1,239
| -4% | -$44.6K | 0.14% | 168 |
|
|
2021
Q2 | $1.04M | Buy |
28,416
+26,975
| +1,872% | +$983K | 0.13% | 192 |
|
|
2021
Q1 | $50K | Buy |
1,441
+610
| +73% | +$21.2K | 0.01% | 692 |
|
|
2020
Q4 | $26K | Buy |
+831
| New | +$26K | 0.01% | 687 |
|