Summit Investment Advisory Services’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
2023 Q4	–	Sell	-7,454	Closed	-$253K	–	65
2023 Q3	$253K	Buy	7,454 +1,402	+23%	+$47.5K	0.19%	44
2023 Q2	$222K	Hold	6,052	–	–	0.15%	53
2023 Q1	$226K	Hold	6,052	–	–	0.16%	48
2022 Q4	$230K	Buy	+6,052	New	+$230K	0.28%	44