VFPW
Vantage Financial Partners (Wisconsin)’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Sell |
4,058
-4,102
| -50% | -$2.33M | 0.53% | 31 |
|
|
2025
Q1 | $4.19M | Sell |
8,160
-1,950
| -19% | -$1M | 1.04% | 18 |
|
|
2024
Q4 | $5.45M | Sell |
10,110
-1,313
| -11% | -$707K | 1.36% | 14 |
|
|
2024
Q3 | $6.03M | Sell |
11,423
-1,423
| -11% | -$751K | 1.5% | 11 |
|
|
2024
Q2 | $6.42M | Sell |
12,846
-1,126
| -8% | -$563K | 1.67% | 16 |
|
|
2024
Q1 | $6.72M | Buy |
13,972
+272
| +2% | +$131K | 1.81% | 16 |
|
|
2023
Q4 | $5.98M | Buy |
13,700
+10,037
| +274% | +$4.38M | 1.76% | 16 |
|
|
2023
Q3 | $1.44M | Buy |
3,663
+2,731
| +293% | +$1.07M | 0.57% | 24 |
|
|
2023
Q2 | $380K | Buy |
932
+243
| +35% | +$99K | 0.14% | 53 |
|
|
2023
Q1 | $259K | Buy |
689
+66
| +11% | +$24.8K | 0.1% | 68 |
|
|
2022
Q4 | $219K | Sell |
623
-103
| -14% | -$36.2K | 0.13% | 55 |
|
|
2022
Q3 | $238K | Buy |
726
+1
| +0.1% | +$328 | 0.16% | 46 |
|
|
2022
Q2 | $252K | Buy |
725
+19
| +3% | +$6.6K | 0.15% | 45 |
|
|
2022
Q1 | $293K | Buy |
706
+90
| +15% | +$37.4K | 0.15% | 45 |
|
|
2021
Q4 | $269K | Buy |
+616
| New | +$269K | 0.11% | 45 |
|