Vantage Wealth’s Procter & Gamble PG Stock Holding History

Vantage Wealth’s Portfolio PG Stock Details PG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,250	Closed	-$545K	–	33
2024 Q4	$545K	Hold	3,250	–	–	0.12%	29
2024 Q3	$563K	Hold	3,250	–	–	0.12%	29
2024 Q2	$536K	Hold	3,250	–	–	0.12%	29
2024 Q1	$527K	Hold	3,250	–	–	0.12%	29
2023 Q4	$476K	Buy	+3,250	New	+$481K	0.1%	32
2019 Q4	–	Sell	-2,195	Closed	-$273K	–	36
2019 Q3	$273K	Hold	2,195	–	–	0.11%	28
2019 Q2	$241K	Sell	2,195 -900	-29%	-$95.9K	0.1%	28
2019 Q1	$322K	Hold	3,095	–	–	0.14%	27
2018 Q4	$284K	Hold	3,095	–	–	0.15%	26
2018 Q3	$258K	Buy	+3,095	New	+$253K	0.11%	27

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vantage Wealth's PG Position: Q1 2025 in Review

Vantage Wealth sold out of Procter & Gamble (PG) in Q1 2025, closing a stake of 3,250 shares — an estimated $545K sold.

Vantage Wealth first reported a position in PG in Q3 2018 and held it in 10 quarters. The position peaked at $563K in Q3 2024. 4,013 funds tracked by Wall St. Rank hold PG as of Q1 2025.

Vantage Wealth reported no remaining Procter & Gamble position as of Q1 2025 after selling out during the quarter.
Vantage Wealth sold 3,250 Procter & Gamble shares in Q1 2025, an estimated $545K.
Vantage Wealth first reported a position in Procter & Gamble in Q3 2018 and held it in 10 quarters.
Vantage Wealth's Procter & Gamble position peaked at $563K in Q3 2024.
4,013 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.

Based on Vantage Wealth's 13F filing for Q1 2025, filed 9 Apr 2025.