SVWG
Shared Vision Wealth Group’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Buy |
3,501
+482
| +16% | +$55.2K | 0.2% | 57 |
|
|
2025
Q1 | $305K | Buy |
3,019
+433
| +17% | +$43.7K | 0.17% | 61 |
|
|
2024
Q4 | $274K | Sell |
2,586
-84
| -3% | -$8.9K | 0.14% | 66 |
|
|
2024
Q3 | $277K | Hold |
2,670
| – | – | 0.15% | 62 |
|
|
2024
Q2 | $262K | Buy |
2,670
+1
| +0% | +$98 | 0.15% | 63 |
|
|
2024
Q1 | $252K | Sell |
2,669
-33
| -1% | -$3.12K | 0.16% | 64 |
|
|
2023
Q4 | $232K | Buy |
+2,702
| New | +$232K | 0.16% | 68 |
|