Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
VFPW
Vantage Financial Partners (Wisconsin)’s
Procter & Gamble
PG
Stock Holding History
Vantage Financial Partners (Wisconsin)’s Portfolio
PG Stock Details
PG Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q4
$644K
Sell
4,493
-4
-0.1%
-$590
0.13%
97
2025
Q3
$691K
Sell
4,497
-19
-0.4%
-$2.97K
0.15%
91
2025
Q2
$719K
Sell
4,516
-192
-4%
-$31.3K
0.17%
89
2025
Q1
$802K
Sell
4,708
-35
-0.7%
-$5.86K
0.2%
72
2024
Q4
$795K
Sell
4,743
-15
-0.3%
-$2.56K
0.2%
69
2024
Q3
$824K
Buy
4,758
+407
+9%
+$69.1K
0.2%
71
2024
Q2
$718K
Buy
4,351
+734
+20%
+$120K
0.19%
59
2024
Q1
$587K
Buy
3,617
+692
+24%
+$109K
0.16%
73
2023
Q4
$429K
Buy
2,925
+11
+0.4%
+$1.63K
0.13%
79
2023
Q3
$425K
Buy
2,914
+11
+0.4%
+$1.68K
0.17%
44
2023
Q2
$441K
Buy
2,903
+47
+2%
+$7.08K
0.16%
46
2023
Q1
$425K
Buy
2,856
+11
+0.4%
+$1.57K
0.17%
50
2022
Q4
$431K
Buy
2,845
+159
+6%
+$22.3K
0.26%
35
2022
Q3
$339K
Buy
2,686
+10
+0.4%
+$1.42K
0.23%
34
2022
Q2
$385K
Buy
2,676
+8
+0.3%
+$1.2K
0.23%
32
2022
Q1
$408K
Buy
2,668
+394
+17%
+$61.6K
0.21%
36
2021
Q4
$372K
Buy
+2,274
New
+$338K
0.15%
36
Other funds holding PG
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
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close