Buckingham Strategic Wealth’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$594M Buy
29,161,409
+1,502,159
+5% +$30.6M 6.15% 3
2024
Q1
$588M Buy
27,659,250
+1,971,770
+8% +$41.9M 6.21% 4
2023
Q4
$540M Buy
25,687,480
+2,885,893
+13% +$60.6M 6.42% 3
2023
Q3
$417M Buy
22,801,587
+1,282,179
+6% +$23.4M 5.9% 4
2023
Q2
$384M Buy
+21,519,408
New +$384M 5.46% 4