Vantage Financial Partners (Wisconsin)’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Sell |
13,445
-2,578
| -16% | -$38.4K | 0.05% | 195 |
|
|
2025
Q1 | $249K | Buy |
16,023
+44
| +0.3% | +$685 | 0.06% | 160 |
|
|
2024
Q4 | $244K | Sell |
15,979
-310
| -2% | -$4.73K | 0.06% | 150 |
|
|
2024
Q3 | $257K | Sell |
16,289
-2,337
| -13% | -$36.8K | 0.06% | 154 |
|
|
2024
Q2 | $278K | Buy |
18,626
+37
| +0.2% | +$552 | 0.07% | 120 |
|
|
2024
Q1 | $266K | Sell |
18,589
-846
| -4% | -$12.1K | 0.07% | 120 |
|
|
2023
Q4 | $249K | Sell |
19,435
-408
| -2% | -$5.22K | 0.07% | 109 |
|
|
2023
Q3 | $293K | Sell |
19,843
-110
| -0.6% | -$1.63K | 0.12% | 61 |
|
|
2023
Q2 | $317K | Buy |
19,953
+9,063
| +83% | +$144K | 0.12% | 59 |
|
|
2023
Q1 | $176K | Buy |
+10,890
| New | +$176K | 0.07% | 81 |
|