Laird Norton Wetherby Wealth Management’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $626K | Buy |
+15,708
| New | +$626K | 0.03% | 496 |
|
|
2024
Q4 | $603K | Hold |
15,708
| – | – | 0.03% | 472 |
|
|
2024
Q3 | $640K | Hold |
15,708
| – | – | 0.03% | 482 |
|
|
2024
Q2 | $563K | Hold |
15,708
| – | – | 0.03% | 505 |
|
|
2024
Q1 | $579K | Hold |
15,708
| – | – | 0.03% | 516 |
|
|
2023
Q4 | $571K | Hold |
15,708
| – | – | 0.03% | 507 |
|
|
2023
Q3 | $532K | Hold |
15,708
| – | – | 0.03% | 498 |
|
|
2023
Q2 | $576K | Hold |
15,708
| – | – | 0.03% | 480 |
|
|
2023
Q1 | $586K | Hold |
15,708
| – | – | 0.03% | 481 |
|
|
2022
Q4 | $598K | Hold |
15,708
| – | – | 0.04% | 465 |
|
|
2022
Q3 | $537K | Hold |
15,708
| – | – | 0.04% | 468 |
|
|
2022
Q2 | $592K | Hold |
15,708
| – | – | 0.04% | 446 |
|
|
2022
Q1 | $623K | Hold |
15,708
| – | – | 0.04% | 441 |
|
|
2021
Q4 | $629K | Hold |
15,708
| – | – | 0.04% | 437 |
|
|
2021
Q3 | $565K | Hold |
15,708
| – | – | 0.03% | 468 |
|
|
2021
Q2 | $573K | Hold |
15,708
| – | – | 0.04% | 457 |
|
|
2021
Q1 | $549K | Hold |
15,708
| – | – | 0.04% | 407 |
|
|
2020
Q4 | $509K | Hold |
15,708
| – | – | 0.03% | 451 |
|
|
2020
Q3 | $465K | Hold |
15,708
| – | – | 0.04% | 397 |
|
|
2020
Q2 | $452K | Hold |
15,708
| – | – | 0.04% | 382 |
|
|
2020
Q1 | $405K | Hold |
15,708
| – | – | 0.05% | 373 |
|
|
2019
Q4 | $535K | Hold |
15,708
| – | – | 0.05% | 386 |
|
|
2019
Q3 | $528K | Hold |
15,708
| – | – | 0.06% | 375 |
|
|
2019
Q2 | $505K | Buy |
+15,708
| New | +$505K | 0.06% | 390 |
|