Worth Financial Advisory Group’s BrandywineGLOBAL Dynamic US Large Cap Value ETF DVAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $158K | Hold |
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|
2025
Q3 | $160K | Hold |
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|
2025
Q2 | $156K | Hold |
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|
2025
Q1 | $149K | Hold |
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|
2024
Q4 | $149K | Hold |
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|
2024
Q3 | $156K | Sell |
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|
2024
Q2 | $207K | Buy |
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|
2024
Q1 | $157K | Hold |
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|
2023
Q4 | $141K | Hold |
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|
2023
Q3 | $133K | Buy |
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