Vantage Financial Partners (Wisconsin)’s SPDR S&P Global Dividend ETF WDIV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $364K | Sell |
5,163
-567
| -10% | -$40K | 0.08% | 132 |
|
2025
Q1 | $373K | Sell |
5,730
-816
| -12% | -$53.1K | 0.09% | 119 |
|
2024
Q4 | $406K | Sell |
6,546
-673
| -9% | -$41.8K | 0.1% | 114 |
|
2024
Q3 | $481K | Sell |
7,219
-93
| -1% | -$6.2K | 0.12% | 108 |
|
2024
Q2 | $432K | Sell |
7,312
-1,660
| -19% | -$98.1K | 0.11% | 95 |
|
2024
Q1 | $538K | Sell |
8,972
-394
| -4% | -$23.6K | 0.14% | 79 |
|
2023
Q4 | $566K | Buy |
+9,366
| New | +$566K | 0.17% | 62 |
|