Prestige Wealth Management Group’s BrandywineGLOBAL Dynamic US Large Cap Value ETF DVAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $157K | Hold |
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|
2024
Q4 | $157K | Hold |
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|
2024
Q3 | $165K | Hold |
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|
2024
Q2 | $152K | Hold |
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|
2024
Q1 | $159K | Hold |
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|
2023
Q4 | $143K | Hold |
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|
2023
Q3 | $135K | Hold |
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|
2023
Q2 | $137K | Hold |
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|
2023
Q1 | $133K | Hold |
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|
2022
Q4 | $133K | Buy |
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