Tanglewood Legacy Advisors’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722K | Buy |
18,535
+4,025
| +28% | +$157K | 0.3% | 47 |
|
|
2025
Q1 | $540K | Hold |
14,510
| – | – | 0.24% | 55 |
|
|
2024
Q4 | $544K | Hold |
14,510
| – | – | 0.23% | 56 |
|
|
2024
Q3 | $533K | Hold |
14,510
| – | – | 0.24% | 52 |
|
|
2024
Q2 | $514K | Buy |
14,510
+2,939
| +25% | +$104K | 0.24% | 50 |
|
|
2024
Q1 | $398K | Buy |
+11,571
| New | +$398K | 0.2% | 61 |
|