Number of Shares
178,005.00
Current Holdings Value*
$21.14 Mil
% of Portfolio
5.25%
Total Estimate Gain
$6.26 Mil
% of Total Estimate Gain
34.10%

Vantage Financial Partners Ltd., Inc.'s iShares Core S&P Total U.S. Stock Market ETF Holding Summary

As of 2024-06-30, Vantage Financial Partners Ltd., Inc. held 178,005.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $21.14 Mil. This investment constitutes 5.25% of their stock portfolio, and Vantage Financial Partners Ltd., Inc. now holds -% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.

The initial trade took place in 2023Q4. And since then Vantage Financial Partners Ltd., Inc. has made 3 purchases of ITOT, at an average price of $103.20, for a total of 178,005.00 shares. Based on historical transaction data and ITOT's current price of $138.39, Vantage Financial Partners Ltd., Inc.'s estimated gain on his ITOT holdings is $6.26 Mil, reflecting a 34.10% gain to date.

Vantage Financial Partners Ltd., Inc. ITOT ($138.39) Holding Chart

Vantage Financial Partners Ltd., Inc. ITOT ($138.39) 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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