Vantage Financial Partners (Wisconsin)’s iShares Morningstar US Equity ETF ILCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Sell |
7,339
-259
| -3% | -$22.2K | 0.15% | 99 |
|
|
2025
Q1 | $587K | Sell |
7,598
-260
| -3% | -$20.1K | 0.15% | 93 |
|
|
2024
Q4 | $638K | Buy |
7,858
+1,037
| +15% | +$84.2K | 0.16% | 85 |
|
|
2024
Q3 | $540K | Buy |
6,821
+3,660
| +116% | +$290K | 0.13% | 103 |
|
|
2024
Q2 | $238K | Sell |
3,161
-5,281
| -63% | -$397K | 0.06% | 126 |
|
|
2024
Q1 | $612K | Sell |
8,442
-1,615
| -16% | -$117K | 0.16% | 71 |
|
|
2023
Q4 | $661K | Buy |
10,057
+4,094
| +69% | +$269K | 0.19% | 55 |
|
|
2023
Q3 | $351K | Sell |
5,963
-4,205
| -41% | -$248K | 0.14% | 53 |
|
|
2023
Q2 | $621K | Sell |
10,168
-24,862
| -71% | -$1.52M | 0.23% | 30 |
|
|
2023
Q1 | $1.98M | Buy |
+35,030
| New | +$1.98M | 0.79% | 24 |
|