Wealth Enhancement Advisory Services’s BrandywineGLOBAL Dynamic US Large Cap Value ETF DVAL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $162K | Hold |
11,174
| – | – | ﹤0.01% | 3022 |
|
2025
Q1 | $151K | Hold |
11,174
| – | – | ﹤0.01% | 2659 |
|
2024
Q4 | $151K | Hold |
11,174
| – | – | ﹤0.01% | 2714 |
|
2024
Q3 | $159K | Hold |
11,174
| – | – | ﹤0.01% | 2461 |
|
2024
Q2 | $146K | Hold |
11,174
| – | – | ﹤0.01% | 2344 |
|
2024
Q1 | $153K | Hold |
11,174
| – | – | ﹤0.01% | 2246 |
|
2023
Q4 | $137K | Hold |
11,174
| – | – | ﹤0.01% | 2136 |
|
2023
Q3 | $130K | Buy |
+11,174
| New | +$130K | ﹤0.01% | 2055 |
|