Vantage Financial Partners (Wisconsin)’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$4.21M	Sell	15,502 -27	-0.2%	-$7.25K	0.86%	23
2025 Q3	$3.95M	Buy	15,529 +113	+0.7%	+$25.5K	0.83%	24
2025 Q2	$3.16M	Sell	15,416 -1,645	-10%	-$332K	0.73%	25
2025 Q1	$3.79M	Buy	17,061 +118	+0.7%	+$27.3K	0.94%	21
2024 Q4	$4.24M	Sell	16,943 -1,095	-6%	-$258K	1.06%	15
2024 Q3	$4.2M	Sell	18,038 -117	-0.6%	-$26.1K	1.04%	13
2024 Q2	$3.82M	Buy	18,155 +550	+3%	+$103K	0.99%	20
2024 Q1	$3.02M	Sell	17,605 -367	-2%	-$66.7K	0.81%	22
2023 Q4	$3.46M	Buy	17,972 +4,470	+33%	+$825K	1.02%	21
2023 Q3	$2.31M	Buy	13,502 +166	+1%	+$30.4K	0.91%	22
2023 Q2	$2.59M	Sell	13,336 -741	-5%	-$129K	0.97%	22
2023 Q1	$2.32M	Buy	14,077 +3,499	+33%	+$516K	0.92%	22
2022 Q4	$1.37M	Sell	10,578 -185	-2%	-$26.4K	0.82%	15
2022 Q3	$1.49M	Sell	10,763 -7,229	-40%	-$1.13M	1%	14
2022 Q2	$2.46M	Buy	17,992 +7,230	+67%	+$1.09M	1.45%	9
2022 Q1	$1.88M	Sell	10,762 -371	-3%	-$62.4K	0.96%	10
2021 Q4	$2K	Buy	+11,133	New	+$1.76M	﹤0.01%	59