Shared Vision Wealth Group LLC's ownership history for QUAL

Shared Vision Wealth Group LLC currently holds 35.8K shares with a market value of $7.0M. It started holding QUAL on 2024-09-30. At its peak, it held 39.1K shares on 2025-06-30. Its highest holding value was $7.2M on 2025-06-30. At its lowest, it held 35.6K shares on 2024-09-30, with a value of $6.4M on 2024-12-31. In the recent 180 days, Shared Vision Wealth Group LLC has decreased its shares by 2.3K. In the recent year, Shared Vision Wealth Group LLC has increased its shares by 239.