EPG Wealth Management’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,728
Closed -$131K 369
2025
Q1
$131K Sell
1,728
-4,731
-73% -$360K 0.04% 244
2024
Q4
$499K Buy
6,459
+17
+0.3% +$1.31K 0.13% 160
2024
Q3
$499K Buy
+6,442
New +$499K 0.13% 168
2024
Q2
Sell
-6,417
Closed -$467K 177
2024
Q1
$467K Buy
6,417
+8
+0.1% +$583 0.11% 174
2023
Q4
$433K Buy
6,409
+22
+0.3% +$1.49K 0.11% 169
2023
Q3
$381K Sell
6,387
-121
-2% -$7.23K 0.12% 173
2023
Q2
$407K Buy
6,508
+15
+0.2% +$938 0.12% 162
2023
Q1
$391K Sell
6,493
-541
-8% -$32.6K 0.12% 161
2022
Q4
$408K Hold
7,034
0.16% 121
2022
Q3
$375K Sell
7,034
-554
-7% -$29.5K 0.15% 129
2022
Q2
$421K Buy
7,588
+18
+0.2% +$999 0.18% 118
2022
Q1
$508K Buy
7,570
+8
+0.1% +$537 0.18% 112
2021
Q4
$541K Sell
7,562
-317
-4% -$22.7K 0.19% 107
2021
Q3
$527K Buy
7,879
+1,191
+18% +$79.7K 0.21% 102
2021
Q2
$449K Buy
6,688
+1,425
+27% +$95.7K 0.19% 115
2021
Q1
$328K Sell
5,263
-128
-2% -$7.98K 0.16% 134
2020
Q4
$312K Buy
5,391
+16
+0.3% +$926 0.19% 104
2020
Q3
$267K Sell
5,375
-202
-4% -$10K 0.2% 99
2020
Q2
$259K Sell
5,577
-1,481
-21% -$68.8K 0.18% 116
2020
Q1
$269K Buy
7,058
+2,341
+50% +$89.2K 0.2% 94
2019
Q4
$239K Buy
+4,717
New +$239K 0.18% 86