GWANC
Guardian Wealth Advisors (North Carolina)’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Sell |
6,520
-510
| -7% | -$12K | 0.01% | 340 |
|
|
2025
Q1 | $158K | Hold |
7,030
| – | – | 0.01% | 326 |
|
|
2024
Q4 | $158K | Hold |
7,030
| – | – | 0.01% | 320 |
|
|
2024
Q3 | $155K | Hold |
7,030
| – | – | 0.02% | 272 |
|
|
2024
Q2 | $153K | Sell |
7,030
-619
| -8% | -$13.5K | 0.02% | 263 |
|
|
2024
Q1 | $163K | Sell |
7,649
-4,217
| -36% | -$90K | 0.02% | 271 |
|
|
2023
Q4 | $247K | Buy |
11,866
+713
| +6% | +$14.8K | 0.04% | 214 |
|
|
2023
Q3 | $220K | Sell |
11,153
-1,716
| -13% | -$33.8K | 0.04% | 222 |
|
|
2023
Q2 | $256K | Sell |
12,869
-1,025
| -7% | -$20.4K | 0.04% | 187 |
|
|
2023
Q1 | $264K | Sell |
13,894
-6,317
| -31% | -$120K | 0.05% | 175 |
|
|
2022
Q4 | $373K | Sell |
20,211
-56,099
| -74% | -$1.04M | 0.07% | 136 |
|
|
2022
Q3 | $1.38M | Sell |
76,310
-7,092
| -9% | -$128K | 0.26% | 47 |
|
|
2022
Q2 | $1.55M | Sell |
83,402
-15,394
| -16% | -$286K | 0.28% | 42 |
|
|
2022
Q1 | $1.98M | Buy |
98,796
+94,796
| +2,370% | +$1.9M | 0.85% | 20 |
|
|
2021
Q4 | $81K | Buy |
+4,000
| New | +$81K | 0.03% | 163 |
|