Vantage Financial Partners (Wisconsin)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$873K	Hold	29,904	–	–	0.2%	71
2025 Q1	$749K	Buy	29,904 +6,348	+27%	+$159K	0.19%	76
2024 Q4	$657K	Sell	23,556 -23,304	-50%	-$649K	0.16%	82
2024 Q3	$1.22M	Buy	+46,860	New	+$1.22M	0.3%	49