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