Geneos Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $7.06K | Hold |
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|
2024
Q3 | $7.49K | Hold |
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|
2024
Q2 | $6.59K | Buy |
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|
2024
Q1 | $5.56K | Sell |
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|
2023
Q4 | $190K | Buy |
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|
2023
Q3 | $162K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $286K | Buy |
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|
2022
Q1 | $276K | Buy |
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|
2021
Q4 | $159K | Hold |
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|
2021
Q3 | $144K | Hold |
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|
2021
Q2 | $146K | Hold |
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|
2021
Q1 | $144K | Buy |
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|
2020
Q4 | $115K | Hold |
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|
2020
Q3 | $96K | Hold |
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|
2020
Q2 | $91K | Hold |
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|
2020
Q1 | $84K | Buy |
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|
2019
Q4 | $109K | Hold |
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|
2019
Q3 | $107K | Buy |
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|
2019
Q2 | $3K | Hold |
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|
2019
Q1 | $3K | Hold |
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|
2018
Q4 | $2K | Hold |
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|
2018
Q3 | $3K | Hold |
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|
2018
Q2 | $2K | Buy |
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