Western Wealth Management’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
2024
Q2
Sell
-13,725
Closed -$188K 661
2024
Q1
$188K Buy
13,725
+569
+4% +$7.79K 0.01% 626
2023
Q4
$162K Buy
13,156
+409
+3% +$5.03K 0.01% 672
2023
Q3
$148K Buy
+12,747
New +$148K 0.01% 627