Baystate Wealth Management’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Baystate Wealth Management’s Portfolio LVHD Stock Details LVHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-500	Closed	-$20K	–	911
2021 Q4	$20K	Buy	+500	New	+$18.9K	﹤0.01%	472
2020 Q2	–	Sell	-187	Closed	-$5K	–	704
2020 Q1	$5K	Buy	+187	New	+$5.9K	﹤0.01%	433

Other funds holding LVHD

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baystate Wealth Management's LVHD Position: Q1 2022 in Review

Baystate Wealth Management sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q1 2022, closing a stake of 500 shares — an estimated $20K sold.

Baystate Wealth Management first reported a position in LVHD in Q1 2020 and held it in 2 quarters. The position peaked at $20K in Q4 2021. 79 funds tracked by Wall St. Rank hold LVHD as of Q1 2022.

Baystate Wealth Management reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q1 2022 after selling out during the quarter.
Baystate Wealth Management sold 500 Franklin US Low Volatility High Dividend Index ETF shares in Q1 2022, an estimated $20K.
Baystate Wealth Management first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2020 and held it in 2 quarters.
Baystate Wealth Management's Franklin US Low Volatility High Dividend Index ETF position peaked at $20K in Q4 2021.
79 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q1 2022.

Based on Baystate Wealth Management's 13F filing for Q1 2022, filed 19 Apr 2022.