GoalVest Advisory’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Hold |
3,865
| – | – | 0.04% | 150 |
|
|
2025
Q1 | $136K | Hold |
3,865
| – | – | 0.04% | 137 |
|
|
2024
Q4 | $139K | Hold |
3,865
| – | – | 0.04% | 133 |
|
|
2024
Q3 | $137K | Buy |
3,865
+49
| +1% | +$1.74K | 0.04% | 127 |
|
|
2024
Q2 | $130K | Sell |
3,816
-608
| -14% | -$20.7K | 0.04% | 125 |
|
|
2024
Q1 | $148K | Hold |
4,424
| – | – | 0.05% | 128 |
|
|
2023
Q4 | $141K | Hold |
4,424
| – | – | 0.06% | 80 |
|
|
2023
Q3 | $131K | Buy |
+4,424
| New | +$131K | 0.07% | 88 |
|