DHJJ Financial Advisors’s FT Vest US Equity Moderate Buffer ETF August GAUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $125K | Hold |
3,368
| – | – | 0.05% | 217 |
|
|
2025
Q1 | $117K | Hold |
3,368
| – | – | 0.05% | 203 |
|
|
2024
Q4 | $119K | Hold |
3,368
| – | – | 0.05% | 203 |
|
|
2024
Q3 | $117K | Buy |
3,368
+1,168
| +53% | +$40.6K | 0.05% | 201 |
|
|
2024
Q2 | $74.1K | Hold |
2,200
| – | – | 0.03% | 235 |
|
|
2024
Q1 | $72.5K | Hold |
2,200
| – | – | 0.03% | 226 |
|
|
2023
Q4 | $69.4K | Buy |
+2,200
| New | +$69.4K | 0.03% | 222 |
|