Vantage Financial Partners (Wisconsin)’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-428
Closed -$229K 198
2024
Q2
$229K Buy
428
+19
+5% +$10.2K 0.06% 130
2024
Q1
$228K Buy
409
+8
+2% +$4.46K 0.06% 125
2023
Q4
$203K Buy
+401
New +$203K 0.06% 123