VFPW
Vantage Financial Partners (Wisconsin)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.3M | Sell |
431,434
-5,788
| -1% | -$782K | 13.45% | 1 |
|
|
2025
Q1 | $53.3M | Buy |
437,222
+1,958
| +0.4% | +$239K | 13.26% | 1 |
|
|
2024
Q4 | $56M | Buy |
435,264
+8,816
| +2% | +$1.13M | 14.01% | 1 |
|
|
2024
Q3 | $53.6M | Sell |
426,448
-7,061
| -2% | -$887K | 13.29% | 1 |
|
|
2024
Q2 | $51.5M | Buy |
433,509
+14,786
| +4% | +$1.76M | 13.37% | 1 |
|
|
2024
Q1 | $48.3M | Buy |
418,723
+4,396
| +1% | +$507K | 12.99% | 1 |
|
|
2023
Q4 | $43.6M | Sell |
414,327
-36,062
| -8% | -$3.79M | 12.81% | 1 |
|
|
2023
Q3 | $42.4M | Sell |
450,389
-44,677
| -9% | -$4.21M | 16.67% | 1 |
|
|
2023
Q2 | $48.4M | Buy |
495,066
+11,980
| +2% | +$1.17M | 18.11% | 1 |
|
|
2023
Q1 | $43.7M | Buy |
483,086
+29,547
| +7% | +$2.68M | 17.38% | 1 |
|
|
2022
Q4 | $38.5M | Buy |
453,539
+54,383
| +14% | +$4.61M | 22.9% | 1 |
|
|
2022
Q3 | $31.7M | Buy |
399,156
+389,678
| +4,111% | +$31M | 21.39% | 1 |
|
|
2022
Q2 | $794K | Sell |
9,478
-525
| -5% | -$44K | 0.47% | 16 |
|
|
2022
Q1 | $1.01M | Buy |
10,003
+430
| +4% | +$43.4K | 0.52% | 14 |
|
|
2021
Q4 | $1.02M | Buy |
+9,573
| New | +$1.02M | 0.4% | 20 |
|