Tanglewood Legacy Advisors’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Buy |
70,733
+5,570
| +9% | +$223K | 1.16% | 13 |
|
|
2025
Q1 | $2.45M | Buy |
65,163
+26,588
| +69% | +$1M | 1.08% | 17 |
|
|
2024
Q4 | $1.49M | Hold |
38,575
| – | – | 0.64% | 27 |
|
|
2024
Q3 | $1.46M | Hold |
38,575
| – | – | 0.65% | 26 |
|
|
2024
Q2 | $1.42M | Hold |
38,575
| – | – | 0.67% | 25 |
|
|
2024
Q1 | $1.38M | Buy |
38,575
+21,915
| +132% | +$786K | 0.68% | 24 |
|
|
2023
Q4 | $574K | Hold |
16,660
| – | – | 0.31% | 46 |
|
|
2023
Q3 | $537K | Hold |
16,660
| – | – | 0.32% | 45 |
|
|
2023
Q2 | $542K | Hold |
16,660
| – | – | 0.31% | 45 |
|
|
2023
Q1 | $516K | Buy |
+16,660
| New | +$516K | 0.33% | 42 |
|