Perigon Wealth Management’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
$2.03M Buy
62,265
+26,107
+72% +$850K 0.05% 325
2025
Q1
$1.17M Buy
36,158
+14,054
+64% +$455K 0.03% 416
2024
Q4
$680K Buy
22,104
+379
+2% +$11.7K 0.02% 551
2024
Q3
$675K Buy
+21,725
New +$675K 0.02% 529