Vantage Financial Partners (Wisconsin)’s Technology Select Sector SPDR Fund XLK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$381K	Sell	1,504 -80	-5%	-$20.3K	0.09%	128
2025 Q1	$327K	Sell	1,584 -576	-27%	-$119K	0.08%	133
2024 Q4	$502K	Sell	2,160 -1,612	-43%	-$375K	0.13%	101
2024 Q3	$851K	Buy	+3,772	New	+$851K	0.21%	66