Vantage Financial Partners (Wisconsin)’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
10,003
-17
| -0.2% | -$2.29K | 0.31% | 52 |
|
|
2025
Q1 | $1.46M | Buy |
10,020
+811
| +9% | +$118K | 0.36% | 39 |
|
|
2024
Q4 | $1.27M | Sell |
9,209
-2,573
| -22% | -$354K | 0.32% | 49 |
|
|
2024
Q3 | $1.81M | Buy |
11,782
+4,029
| +52% | +$621K | 0.45% | 28 |
|
|
2024
Q2 | $1.13M | Buy |
7,753
+84
| +1% | +$12.2K | 0.29% | 41 |
|
|
2024
Q1 | $1.13M | Buy |
+7,669
| New | +$1.13M | 0.3% | 43 |
|