VFPW
HEGD icon

Vantage Financial Partners (Wisconsin)’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Vantage Financial Partners (Wisconsin)’s Portfolio HEGD Stock Details HEGD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$10.3M Buy
436,176
+36,819
+9% +$865K 2.37% 9
2025
Q1 		$8.75M Buy
399,357
+16,029
+4% +$351K 2.17% 12
2024
Q4 		$8.59M Buy
+383,328
New +$8.59M 2.15% 12