LWM
Lakeridge Wealth Management’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Hold |
9,545
| – | – | 0.18% | 98 |
|
|
2025
Q1 | $370K | Sell |
9,545
-3,500
| -27% | -$136K | 0.19% | 103 |
|
|
2024
Q4 | $518K | Hold |
13,045
| – | – | 0.27% | 79 |
|
|
2024
Q3 | $510K | Hold |
13,045
| – | – | 0.28% | 75 |
|
|
2024
Q2 | $494K | Hold |
13,045
| – | – | 0.3% | 70 |
|
|
2024
Q1 | $483K | Hold |
13,045
| – | – | 0.31% | 64 |
|
|
2023
Q4 | $462K | Buy |
+13,045
| New | +$462K | 0.33% | 62 |
|