MWM
MinichMacGregor 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 | $8.38M | Sell |
201,221
-1,182
| -0.6% | -$49.2K | 1.79% | 27 |
|
|
2025
Q1 | $7.85M | Buy |
202,403
+38,054
| +23% | +$1.48M | 1.76% | 20 |
|
|
2024
Q4 | $6.52M | Buy |
164,349
+2,525
| +2% | +$100K | 1.35% | 34 |
|
|
2024
Q3 | $6.33M | Buy |
161,824
+2,183
| +1% | +$85.4K | 1.36% | 35 |
|
|
2024
Q2 | $6.04M | Buy |
159,641
+2,070
| +1% | +$78.4K | 1.48% | 33 |
|
|
2024
Q1 | $5.83M | Buy |
157,571
+7,254
| +5% | +$268K | 1.49% | 33 |
|
|
2023
Q4 | $5.33M | Buy |
+150,317
| New | +$5.33M | 1.54% | 25 |
|