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Voisard Asset Management Group’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Voisard Asset Management Group’s Portfolio LVHI Stock Details LVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,227
Closed -$69.2K – 416
2024
Q3 		$69.2K Hold
2,227
– – 0.03% 161
2024
Q2 		$66K Buy
+2,227
New +$66.6K 0.03% 142

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Voisard Asset Management Group's LVHI Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q4 2024, closing a stake of 2,227 shares — an estimated $69.2K sold.

Voisard Asset Management Group first reported a position in LVHI in Q2 2024 and held it in 2 quarters. The position peaked at $69.2K in Q3 2024. 167 funds tracked by Wall St. Rank hold LVHI as of Q4 2024.

  • Voisard Asset Management Group reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 2,227 Franklin International Low Volatility High Dividend Index ETF shares in Q4 2024, an estimated $69.2K.
  • Voisard Asset Management Group first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q2 2024 and held it in 2 quarters.
  • Voisard Asset Management Group's Franklin International Low Volatility High Dividend Index ETF position peaked at $69.2K in Q3 2024.
  • 167 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.