Benchmark Financial Wealth Advisors’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 | $3.1M | Buy |
95,360
+7,610
| +9% | +$248K | 1.03% | 25 |
|
2025
Q1 | $2.84M | Sell |
87,750
-2,701
| -3% | -$87.4K | 1.07% | 24 |
|
2024
Q4 | $2.76M | Buy |
90,451
+28,082
| +45% | +$857K | 0.88% | 23 |
|
2024
Q3 | $1.94M | Buy |
62,369
+8,777
| +16% | +$273K | 0.65% | 24 |
|
2024
Q2 | $1.59M | Buy |
53,592
+17,921
| +50% | +$531K | 0.59% | 23 |
|
2024
Q1 | $1.06M | Buy |
35,671
+21,725
| +156% | +$647K | 0.41% | 30 |
|
2023
Q4 | $386K | Buy |
+13,946
| New | +$386K | 0.17% | 51 |
|