Number of Shares
151,184.00
Current Holdings Value*
$16.13 Mil
% of Portfolio
4.01%
Total Estimate Gain
$2.42 Mil
% of Total Estimate Gain
15.28%

Vantage Financial Partners Ltd., Inc.'s iShares Core S&P Small-Cap ETF Holding Summary

As of 2024-06-30, Vantage Financial Partners Ltd., Inc. held 151,184.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $16.13 Mil. This investment constitutes 4.01% of their stock portfolio, and Vantage Financial Partners Ltd., Inc. now holds -% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2020Q2. And since then Vantage Financial Partners Ltd., Inc. has made 13 purchases of IJR, at an average price of $98.06, for a total of 161,443.00 shares. In addition, there have been 4 sales at an average price of $96.76 for 10,259.00 shares. Based on historical transaction data and IJR's current price of $114.15, Vantage Financial Partners Ltd., Inc.'s estimated gain on his IJR holdings is $2.42 Mil, reflecting a 15.28% gain to date.

Vantage Financial Partners Ltd., Inc. IJR ($114.15) Holding Chart

Vantage Financial Partners Ltd., Inc. IJR ($114.15) 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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