Guardian Wealth Advisors (North Carolina)’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Sell |
9,000
-5,600
| -38% | -$217K | 0.02% | 246 |
|
|
2025
Q1 | $525K | Sell |
14,600
-785
| -5% | -$28.2K | 0.04% | 185 |
|
|
2024
Q4 | $564K | Sell |
15,385
-1,350
| -8% | -$49.5K | 0.04% | 177 |
|
|
2024
Q3 | $603K | Hold |
16,735
| – | – | 0.06% | 142 |
|
|
2024
Q2 | $582K | Hold |
16,735
| – | – | 0.07% | 135 |
|
|
2024
Q1 | $567K | Hold |
16,735
| – | – | 0.07% | 138 |
|
|
2023
Q4 | $537K | Buy |
16,735
+575
| +4% | +$18.4K | 0.08% | 127 |
|
|
2023
Q3 | $484K | Buy |
+16,160
| New | +$484K | 0.08% | 125 |
|