Number of Shares
455,246.00
Current Holdings Value*
$14.68 Mil
% of Portfolio
3.65%
Total Estimate Gain
$4.97 Mil
% of Total Estimate Gain
40.08%

Vantage Financial Partners Ltd., Inc.'s Capital Group Core Equity ETF Holding Summary

As of 2024-06-30, Vantage Financial Partners Ltd., Inc. held 455,246.00 shares of Capital Group Core Equity ETF(CGUS), totaling $14.68 Mil. This investment constitutes 3.65% of their stock portfolio, and Vantage Financial Partners Ltd., Inc. now holds -% of the outstanding Capital Group Core Equity ETF(CGUS) stock.

The initial trade took place in 2023Q3. And since then Vantage Financial Partners Ltd., Inc. has made 4 purchases of CGUS, at an average price of $27.25, for a total of 455,246.00 shares. Based on historical transaction data and CGUS's current price of $38.18, Vantage Financial Partners Ltd., Inc.'s estimated gain on his CGUS holdings is $4.97 Mil, reflecting a 40.08% gain to date.

Vantage Financial Partners Ltd., Inc. CGUS ($38.18) Holding Chart

Vantage Financial Partners Ltd., Inc. CGUS ($38.18) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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