GWANC
Guardian Wealth Advisors (North Carolina)’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Hold |
16,637
| – | – | 0.04% | 185 |
|
|
2025
Q1 | $516K | Hold |
16,637
| – | – | 0.04% | 188 |
|
|
2024
Q4 | $473K | Hold |
16,637
| – | – | 0.04% | 195 |
|
|
2024
Q3 | $507K | Hold |
16,637
| – | – | 0.05% | 163 |
|
|
2024
Q2 | $460K | Hold |
16,637
| – | – | 0.05% | 169 |
|
|
2024
Q1 | $466K | Sell |
16,637
-3,600
| -18% | -$101K | 0.06% | 163 |
|
|
2023
Q4 | $555K | Hold |
20,237
| – | – | 0.08% | 122 |
|
|
2023
Q3 | $519K | Hold |
20,237
| – | – | 0.09% | 120 |
|
|
2023
Q2 | $533K | Hold |
20,237
| – | – | 0.09% | 115 |
|
|
2023
Q1 | $533K | Hold |
20,237
| – | – | 0.09% | 111 |
|
|
2022
Q4 | $502K | Hold |
20,237
| – | – | 0.1% | 112 |
|
|
2022
Q3 | $440K | Hold |
20,237
| – | – | 0.08% | 115 |
|
|
2022
Q2 | $504K | Buy |
+20,237
| New | +$504K | 0.09% | 106 |
|