Valtinson Bruner Financial Planning’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
22,883
+1,011
| +5% | +$47.2K | 0.34% | 50 |
|
|
2025
Q1 | $949K | Sell |
21,872
-1,637
| -7% | -$71.1K | 0.32% | 50 |
|
|
2024
Q4 | $1.05M | Buy |
23,509
+3,820
| +19% | +$170K | 0.37% | 57 |
|
|
2024
Q3 | $862K | Hold |
19,689
| – | – | 0.3% | 64 |
|
|
2024
Q2 | $838K | Sell |
19,689
-50
| -0.3% | -$2.13K | 0.33% | 65 |
|
|
2024
Q1 | $813K | Sell |
19,739
-6,247
| -24% | -$257K | 0.35% | 61 |
|
|
2023
Q4 | $1.01M | Buy |
25,986
+1,685
| +7% | +$65.7K | 0.52% | 52 |
|
|
2023
Q3 | $855K | Sell |
24,301
-150
| -0.6% | -$5.28K | 0.47% | 56 |
|
|
2023
Q2 | $881K | Sell |
24,451
-167
| -0.7% | -$6.02K | 0.47% | 55 |
|
|
2023
Q1 | $829K | Buy |
24,618
+594
| +2% | +$20K | 0.47% | 55 |
|
|
2022
Q4 | $779K | Buy |
+24,024
| New | +$779K | 0.45% | 55 |
|