GWANC
Guardian Wealth Advisors (North Carolina)’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Sell |
8,232
-740
| -8% | -$18.9K | 0.01% | 323 |
|
|
2025
Q1 | $213K | Sell |
8,972
-1,539
| -15% | -$36.6K | 0.02% | 301 |
|
|
2024
Q4 | $258K | Sell |
10,511
-2,418
| -19% | -$59.2K | 0.02% | 270 |
|
|
2024
Q3 | $312K | Sell |
12,929
-600
| -4% | -$14.5K | 0.03% | 207 |
|
|
2024
Q2 | $314K | Sell |
13,529
-15,273
| -53% | -$354K | 0.04% | 197 |
|
|
2024
Q1 | $649K | Sell |
28,802
-13,540
| -32% | -$305K | 0.08% | 130 |
|
|
2023
Q4 | $901K | Sell |
42,342
-10,882
| -20% | -$232K | 0.14% | 95 |
|
|
2023
Q3 | $1.05M | Sell |
53,224
-3,333
| -6% | -$65.6K | 0.18% | 75 |
|
|
2023
Q2 | $1.14M | Sell |
56,557
-2,466
| -4% | -$49.8K | 0.2% | 71 |
|
|
2023
Q1 | $1.12M | Buy |
59,023
+4,986
| +9% | +$94.5K | 0.2% | 65 |
|
|
2022
Q4 | $971K | Sell |
54,037
-121
| -0.2% | -$2.17K | 0.19% | 69 |
|
|
2022
Q3 | $914K | Buy |
54,158
+8,490
| +19% | +$143K | 0.17% | 68 |
|
|
2022
Q2 | $806K | Buy |
45,668
+13,151
| +40% | +$232K | 0.15% | 75 |
|
|
2022
Q1 | $645K | Buy |
+32,517
| New | +$645K | 0.28% | 64 |
|