Triad Wealth Partners’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	$1.05M	Buy	26,383 +4,461	+20%	+$178K	0.21%	84
2025 Q1	$898K	Buy	21,922 +6,416	+41%	+$263K	0.28%	62
2024 Q4	$595K	Buy	+15,506	New	+$595K	0.21%	76
2024 Q3	–	Sell	-4,048	Closed	-$145K	–	542
2024 Q2	$145K	Buy	+4,048	New	+$145K	0.08%	115