Vantage Financial Partners (Wisconsin)’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $877K | Buy |
1,419
+119
| +9% | +$73.5K | 0.2% | 70 |
|
|
2025
Q1 | $727K | Sell |
1,300
-98
| -7% | -$54.8K | 0.18% | 77 |
|
|
2024
Q4 | $819K | Buy |
1,398
+97
| +7% | +$56.8K | 0.2% | 67 |
|
|
2024
Q3 | $746K | Buy |
1,301
+340
| +35% | +$195K | 0.19% | 77 |
|
|
2024
Q2 | $523K | Sell |
961
-19
| -2% | -$10.3K | 0.14% | 84 |
|
|
2024
Q1 | $512K | Sell |
980
-94
| -9% | -$49.2K | 0.14% | 81 |
|
|
2023
Q4 | $511K | Buy |
+1,074
| New | +$511K | 0.15% | 67 |
|