Shared Vision Wealth Group LLC's ownership history for QUAL

Shared Vision Wealth Group LLC currently holds 24.9K shares with a market value of $5.1M. 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 24.9K shares on 2025-12-31, with a value of $5.1M on 2025-12-31. In the recent 180 days, Shared Vision Wealth Group LLC has decreased its shares by 14.2K. In the recent year, Shared Vision Wealth Group LLC has decreased its shares by 10.9K.