Vantage Financial Partners (Illinois)’s Capital Group Core Equity ETF CGUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$14.7M Buy
455,246
+77,427
+20% +$2.5M 3.65% 10
2024
Q1
$11.8M Buy
377,819
+31,442
+9% +$980K 3.07% 12
2023
Q4
$9.8M Buy
346,377
+189,573
+121% +$5.36M 2.98% 12
2023
Q3
$3.94M Buy
+156,804
New +$3.94M 2.26% 10