VFPW
Vantage Financial Partners (Wisconsin)’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.4M | Sell |
315,662
-16,994
| -5% | -$1.31M | 5.63% | 3 |
|
|
2025
Q1 | $23.2M | Sell |
332,656
-5,919
| -2% | -$413K | 5.77% | 3 |
|
|
2024
Q4 | $22.4M | Buy |
338,575
+27,502
| +9% | +$1.82M | 5.6% | 4 |
|
|
2024
Q3 | $22.6M | Buy |
311,073
+46,191
| +17% | +$3.35M | 5.6% | 5 |
|
|
2024
Q2 | $17.9M | Buy |
264,882
+10,397
| +4% | +$702K | 4.65% | 6 |
|
|
2024
Q1 | $17.3M | Sell |
254,485
-9,341
| -4% | -$634K | 4.65% | 6 |
|
|
2023
Q4 | $17.1M | Buy |
263,826
+26,839
| +11% | +$1.74M | 5.03% | 6 |
|
|
2023
Q3 | $14.2M | Sell |
236,987
-12,143
| -5% | -$728K | 5.59% | 5 |
|
|
2023
Q2 | $15.6M | Buy |
249,130
+18,232
| +8% | +$1.14M | 5.83% | 3 |
|
|
2023
Q1 | $14.3M | Buy |
230,898
+8,282
| +4% | +$513K | 5.68% | 3 |
|
|
2022
Q4 | $12.9M | Buy |
222,616
+2,196
| +1% | +$127K | 7.67% | 3 |
|
|
2022
Q3 | $11.2M | Buy |
220,420
+157,851
| +252% | +$8.04M | 7.56% | 3 |
|
|
2022
Q2 | $3.57M | Sell |
62,569
-4,717
| -7% | -$269K | 2.11% | 7 |
|
|
2022
Q1 | $4.48M | Sell |
67,286
-238,033
| -78% | -$15.8M | 2.29% | 6 |
|
|
2021
Q4 | $21.7M | Buy |
+305,319
| New | +$21.7M | 8.48% | 4 |
|