Vantage Financial Partners (Wisconsin)’s SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,567
| Closed | -$243K | – | 201 |
|
|
2024
Q4 | $243K | Sell |
1,567
-547
| -26% | -$84.7K | 0.06% | 151 |
|
|
2024
Q3 | $333K | Sell |
2,114
-1,079
| -34% | -$170K | 0.08% | 132 |
|
|
2024
Q2 | $471K | Buy |
3,193
+197
| +7% | +$29K | 0.12% | 89 |
|
|
2024
Q1 | $436K | Buy |
2,996
+486
| +19% | +$70.8K | 0.12% | 88 |
|
|
2023
Q4 | $332K | Buy |
+2,510
| New | +$332K | 0.1% | 95 |
|