Waverly Advisors’s Royce Value Trust RVT Stock Holding History

Waverly Advisors’s Portfolio RVT Stock Details RVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$728K	Sell
2025 Q1	$732K	Buy
2024 Q4	$802K	Buy