Avantax Advisory Services’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 | $7.55M | Buy |
231,842
+105,416
| +83% | +$3.43M | 0.04% | 334 |
|
|
2025
Q1 | $4.09M | Buy |
126,426
+21,796
| +21% | +$706K | 0.02% | 483 |
|
|
2024
Q4 | $3.19M | Buy |
104,630
+4,582
| +5% | +$140K | 0.02% | 542 |
|
|
2024
Q3 | $3.11M | Buy |
100,048
+18,659
| +23% | +$580K | 0.02% | 530 |
|
|
2024
Q2 | $2.41M | Sell |
81,389
-12,125
| -13% | -$359K | 0.02% | 591 |
|
|
2024
Q1 | $2.78M | Buy |
93,514
+487
| +0.5% | +$14.5K | 0.02% | 451 |
|
|
2023
Q4 | $2.57M | Sell |
93,027
-7,203
| -7% | -$199K | 0.03% | 438 |
|
|
2023
Q3 | $2.73M | Buy |
100,230
+40,266
| +67% | +$1.1M | 0.03% | 375 |
|
|
2023
Q2 | $1.63M | Sell |
59,964
-17,425
| -23% | -$474K | 0.02% | 520 |
|
|
2023
Q1 | $2.09M | Buy |
77,389
+15,187
| +24% | +$409K | 0.03% | 434 |
|
|
2022
Q4 | $1.59M | Buy |
62,202
+29,478
| +90% | +$753K | 0.02% | 487 |
|
|
2022
Q3 | $789K | Buy |
+32,724
| New | +$789K | 0.01% | 628 |
|