VFPW
Vantage Financial Partners (Wisconsin)’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,146
| Closed | -$1.35M | – | 204 |
|
|
2024
Q4 | $1.35M | Buy |
17,146
+1,924
| +13% | +$151K | 0.34% | 45 |
|
|
2024
Q3 | $1.26M | Buy |
15,222
+79
| +0.5% | +$6.56K | 0.31% | 46 |
|
|
2024
Q2 | $1.16M | Buy |
15,143
+97
| +0.6% | +$7.43K | 0.3% | 40 |
|
|
2024
Q1 | $1.15M | Buy |
+15,046
| New | +$1.15M | 0.31% | 40 |
|