Vantage Financial Partners (Wisconsin)’s United States Natural Gas Fund UNG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-20,000	Closed	-$327K	–	207
2024 Q3	$327K	Hold	20,000	–	–	0.08%	136
2024 Q2	$349K	Hold	20,000	–	–	0.09%	104
2024 Q1	$291K	Hold	20,000	–	–	0.08%	112
2023 Q4	$406K	Buy	20,000 +15,000	+300%	+$373K	0.12%	82
2023 Q3	$137K	Hold	5,000	–	–	0.05%	77
2023 Q2	$148K	Buy	+5,000	New	+$135K	0.06%	85

Other funds holding UNG

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Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWM

Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Vantage Financial Partners (Wisconsin)'s UNG Position: Q4 2024 in Review

Vantage Financial Partners (Wisconsin) sold out of United States Natural Gas Fund (UNG) in Q4 2024, closing a stake of 20,000 shares — an estimated $327K sold.

Vantage Financial Partners (Wisconsin) first reported a position in UNG in Q2 2023 and held it in 6 quarters. The position peaked at $406K in Q4 2023. 86 funds tracked by Wall St. Rank hold UNG as of Q4 2024.

Vantage Financial Partners (Wisconsin) reported no remaining United States Natural Gas Fund position as of Q4 2024 after selling out during the quarter.
Vantage Financial Partners (Wisconsin) sold 20,000 United States Natural Gas Fund shares in Q4 2024, an estimated $327K.
Vantage Financial Partners (Wisconsin) first reported a position in United States Natural Gas Fund in Q2 2023 and held it in 6 quarters.
Vantage Financial Partners (Wisconsin)'s United States Natural Gas Fund position peaked at $406K in Q4 2023.
86 funds tracked by Wall St. Rank held United States Natural Gas Fund as of Q4 2024.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2024, filed 6 Feb 2025.