VFPW
XYZ

Vantage Financial Partners (Wisconsin)’s Block, Inc. XYZ Stock Holding History

Vantage Financial Partners (Wisconsin)’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,189
Closed -$214K – 211
2024
Q3 		$214K Buy
+3,189
New +$214K 0.05% 174