SW
Simplicity Wealth’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Buy |
20,350
+10,348
| +103% | +$264K | 0.02% | 449 |
|
|
2025
Q1 | $238K | Buy |
+10,002
| New | +$238K | 0.02% | 480 |
|
|
2023
Q2 | – | Sell |
-43,168
| Closed | -$818K | – | 78 |
|
|
2023
Q1 | $818K | Sell |
43,168
-2
| -0% | -$38 | 0.54% | 31 |
|
|
2022
Q4 | $775K | Buy |
+43,170
| New | +$775K | 0.68% | 25 |
|