Arkadios Wealth Advisors’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.43M Buy
33,564
+20,981
+167% +$893K 0.02% 645
2025
Q4
$502K Buy
12,583
+98
+0.8% +$3.97K 0.01% 1006
2025
Q3
$516K Sell
12,485
-85
-0.7% -$3.47K 0.01% 922
2025
Q2
$501K Sell
12,570
-2,033
-14% -$80.4K 0.01% 841
2025
Q1
$598K Buy
14,603
+4,132
+39% +$163K 0.02% 640
2024
Q4
$402K Buy
10,471
+1,073
+11% +$43K 0.02% 631
2024
Q3
$383K Buy
9,398
+1,802
+24% +$69.6K 0.02% 640
2024
Q2
$272K Buy
7,596
+66
+0.9% +$2.38K 0.02% 663
2024
Q1
$277K Sell
7,530
-1,631
-18% -$58.2K 0.02% 561
2023
Q4
$333K Buy
9,161
+86
+0.9% +$2.97K 0.03% 484
2023
Q3
$307K Buy
9,075
+46
+0.5% +$1.67K 0.03% 477
2023
Q2
$331K Sell
9,029
-1,198
-12% -$44K 0.04% 418
2023
Q1
$381K Sell
10,227
-741
-7% -$27.8K 0.05% 369
2022
Q4
$417K Sell
10,968
-252
-2% -$9.33K 0.06% 320
2022
Q3
$383K Buy
11,220
+5,780
+106% +$220K 0.06% 327
2022
Q2
$205K Sell
5,440
-149
-3% -$5.79K 0.03% 504
2022
Q1
$222K Sell
5,589
-20,230
-78% -$789K 0.03% 507
2021
Q4
$1.03M Sell
25,819
-1,358
-5% -$51.4K 0.14% 173
2021
Q3
$978K Sell
27,177
-1,239
-4% -$46.1K 0.14% 168
2021
Q2
$1.04M Buy
28,416
+26,975
+1,872% +$984K 0.13% 192
2021
Q1
$50K Buy
1,441
+610
+73% +$20.3K 0.01% 692
2020
Q4
$26K Buy
+831
New +$26.1K 0.01% 687

Other funds holding LVHD