VFPW
Vantage Financial Partners (Wisconsin)’s iShares Large Cap Deep Buffer ETF IVVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Sell |
104,335
-13,548
| -11% | -$420K | 0.75% | 24 |
|
|
2025
Q1 | $3.46M | Sell |
117,883
-1,222
| -1% | -$35.8K | 0.86% | 23 |
|
|
2024
Q4 | $3.64M | Sell |
119,105
-267,290
| -69% | -$8.16M | 0.91% | 20 |
|
|
2024
Q3 | $11.7M | Buy |
386,395
+90,906
| +31% | +$2.75M | 2.9% | 9 |
|
|
2024
Q2 | $8.47M | Buy |
+295,489
| New | +$8.47M | 2.2% | 14 |
|