Waverly Advisors’s American Conservative Values ETF ACVF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
6,066
+10
| +0.2% | +$472 | ﹤0.01% | 986 |
|
|
2025
Q1 | $259K | Buy |
6,056
+10
| +0.2% | +$428 | ﹤0.01% | 974 |
|
|
2024
Q4 | $264K | Buy |
6,046
+9
| +0.1% | +$393 | ﹤0.01% | 857 |
|
|
2024
Q3 | $263K | Buy |
6,037
+10
| +0.2% | +$436 | ﹤0.01% | 714 |
|
|
2024
Q2 | $249K | Buy |
6,027
+8
| +0.1% | +$330 | ﹤0.01% | 710 |
|
|
2024
Q1 | $244K | Buy |
+6,019
| New | +$244K | 0.01% | 613 |
|