WealthPlan Investment Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

WealthPlan Investment Management’s Portfolio BOXX Stock Details BOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.8M	Buy	109,680 +69,819	+175%	+$8.08M	0.71%	38
2025 Q4	$4.59M	Buy	39,861 +210	+0.5%	+$24K	0.29%	92
2025 Q3	$4.51M	Sell	39,651 -5,414	-12%	-$613K	0.3%	90
2025 Q2	$5.08M	Sell	45,065 -549	-1%	-$61.5K	0.37%	85
2025 Q1	$5.09M	Buy	45,614 +8,763	+24%	+$972K	0.5%	68
2024 Q4	$4.06M	Buy	36,851 +1,041	+3%	+$114K	0.4%	72
2024 Q3	$3.9M	Buy	+35,810	New	+$3.88M	0.4%	77
2024 Q1	–	Sell	-1,909	Closed	-$201K	–	184
2023 Q4	$201K	Buy	+1,909	New	+$199K	0.03%	185

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