WCG Wealth Advisors’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-25,207
| Closed | -$769K | – | 311 |
|
|
2024
Q4 | $769K | Buy |
25,207
+13,254
| +111% | +$404K | 0.05% | 233 |
|
|
2024
Q3 | $372K | Sell |
11,953
-336
| -3% | -$10.5K | 0.03% | 290 |
|
|
2024
Q2 | $364K | Buy |
12,289
+3
| +0% | +$89 | 0.03% | 260 |
|
|
2024
Q1 | $366K | Buy |
12,286
+1,770
| +17% | +$52.7K | 0.03% | 239 |
|
|
2023
Q4 | $291K | Buy |
+10,516
| New | +$291K | 0.02% | 281 |
|