VFPW
Vantage Financial Partners (Wisconsin)’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Sell |
23,931
-16,880
| -41% | -$1.6M | 0.52% | 32 |
|
|
2025
Q1 | $3.77M | Sell |
40,811
-351
| -0.9% | -$32.4K | 0.94% | 22 |
|
|
2024
Q4 | $3.81M | Buy |
41,162
+856
| +2% | +$79.3K | 0.95% | 19 |
|
|
2024
Q3 | $3.85M | Sell |
40,306
-20,453
| -34% | -$1.95M | 0.95% | 15 |
|
|
2024
Q2 | $5.35M | Buy |
60,759
+1,096
| +2% | +$96.6K | 1.39% | 17 |
|
|
2024
Q1 | $5.4M | Buy |
59,663
+1,645
| +3% | +$149K | 1.45% | 17 |
|
|
2023
Q4 | $4.89M | Buy |
58,018
+1,448
| +3% | +$122K | 1.44% | 17 |
|
|
2023
Q3 | $4.22M | Sell |
56,570
-754
| -1% | -$56.3K | 1.66% | 17 |
|
|
2023
Q2 | $4.49M | Buy |
57,324
+689
| +1% | +$53.9K | 1.68% | 19 |
|
|
2023
Q1 | $4.18M | Buy |
56,635
+23,923
| +73% | +$1.77M | 1.66% | 20 |
|
|
2022
Q4 | $2.31M | Sell |
32,712
-12,655
| -28% | -$894K | 1.38% | 14 |
|
|
2022
Q3 | $2.84M | Sell |
45,367
-72,374
| -61% | -$4.53M | 1.91% | 12 |
|
|
2022
Q2 | $7.88M | Sell |
117,741
-9,431
| -7% | -$631K | 4.65% | 5 |
|
|
2022
Q1 | $9.65M | Sell |
127,172
-128,300
| -50% | -$9.73M | 4.93% | 5 |
|
|
2021
Q4 | $19.5M | Buy |
+255,472
| New | +$19.5M | 7.63% | 5 |
|