SW
Schulz Wealth’s FT Vest US Equity Moderate Buffer ETF August GAUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
45,833
-1,324
| -3% | -$49K | 1.27% | 18 |
|
|
2025
Q1 | $1.64M | Hold |
47,157
| – | – | 1.25% | 16 |
|
|
2024
Q4 | $1.66M | Hold |
47,157
| – | – | 1.28% | 15 |
|
|
2024
Q3 | $1.64M | Buy |
47,157
+40,602
| +619% | +$1.41M | 1.27% | 15 |
|
|
2024
Q2 | $221K | Hold |
6,555
| – | – | 0.19% | 53 |
|
|
2024
Q1 | $216K | Hold |
6,555
| – | – | 0.18% | 56 |
|
|
2023
Q4 | $207K | Buy |
+6,555
| New | +$207K | 0.2% | 52 |
|