Vantage Financial Partners (Wisconsin)’s Altria Group MO Stock Holding History

Vantage Financial Partners (Wisconsin)’s Portfolio MO Stock Details MO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$336K	Buy	5,822 +226	+4%	+$13.6K	0.07%	154
2025 Q3	$370K	Buy	5,596 +895	+19%	+$56.7K	0.08%	143
2025 Q2	$276K	Buy	4,701 +202	+4%	+$11.9K	0.06%	161
2025 Q1	$270K	Buy	4,499 +576	+15%	+$31.4K	0.07%	151
2024 Q4	$205K	Sell	3,923 -741	-16%	-$39.5K	0.05%	167
2024 Q3	$238K	Buy	4,664 +134	+3%	+$6.77K	0.06%	161
2024 Q2	$206K	Sell	4,530 -401	-8%	-$17.8K	0.05%	142
2024 Q1	$215K	Sell	4,931 -97	-2%	-$4.02K	0.06%	133
2023 Q4	$203K	Buy	+5,028	New	+$208K	0.06%	124
2023 Q3	–	Sell	-4,949	Closed	-$224K	–	95
2023 Q2	$224K	Buy	+4,949	New	+$224K	0.08%	73

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return