Vantage Financial Partners Ltd., Inc. quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2024-03-31 to 2024-06-30, Vantage Financial Partners Ltd., Inc. opened 2 positions, added to 13, reduced 27, sold out of 4 and left 15 unchanged. The largest increase in value was GLD (+$6,894,726); the largest decrease was BMY (-$565,348).
- ABT: Country of operation United States; Class Equities; Shares 2024-03-31 4,200; Shares 2024-06-30 17,450.
- AAPL: Country of operation United States; Class Equities; Shares 2024-03-31 8,456; Shares 2024-06-30 8,616.
- DIS: Country of operation United States; Class Equities; Shares 2024-03-31 11,300; Shares 2024-06-30 11,600.
- PANW: Country of operation United States; Class Equities; Shares 2024-03-31 2,585; Shares 2024-06-30 2,825.
Two Form 13F-HR filings compared (SEC CIK 1693809): 2024-03-31 (filed 2024-05-14) and 2024-06-30 (filed 2024-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2024-03-31 | Shares 2024-06-30 | Share change | Value 2024-03-31 | Value 2024-06-30 | Value change |
|---|
ABT
ABBOTT LABORATORIES | United States | Equities | 4,200 | 17,450 | +13,250 | $477,372 | $1,813,230 | +$1,335,858 |
|---|
AAPL
APPLE INC | United States | Equities | 8,456 | 8,616 | +160 | $1,450,035 | $1,814,702 | +$364,667 |
|---|
DIS
DISNEY WALT CO COM | United States | Equities | 11,300 | 11,600 | +300 | $1,382,668 | $1,151,764 | -$230,904 |
|---|
PANW
PALO ALTO NETWORKS INC COM USD0.0001 | United States | Equities | 2,585 | 2,825 | +240 | $734,476 | $957,703 | +$223,227 |
|---|
CRH
CRH ORD EUR 0.32 (DI) | | Equities | 2,825 | 5,350 | +2,525 | $243,685 | $401,143 | +$157,458 |
|---|
JNJ
JOHNSON &JOHNSON COM USD1.00 | United States | Equities | 12,230 | 12,605 | +375 | $1,934,664 | $1,842,347 | -$92,317 |
|---|
HONZZZZ
HONEYWELL INTERNATIONAL INC COM USD1 | | Equities | 9,950 | 9,975 | +25 | $2,042,238 | $2,130,062 | +$87,824 |
|---|
NVDA
NVIDIA CORPORATION COM | United States | Equities | 576 | 4,760 | +4,184 | $520,451 | $588,050 | +$67,599 |
|---|
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | United States | Equities | 15,670 | 18,820 | +3,150 | $1,424,560 | $1,466,454 | +$41,894 |
|---|
LOW
LOWES COMPANIES INC COM USD0.50 | United States | Equities | 2,150 | 2,300 | +150 | $547,670 | $507,058 | -$40,612 |
|---|
MCD
MCDONALD S CORP | United States | Equities | 1,725 | 1,775 | +50 | $486,364 | $452,341 | -$34,023 |
|---|
MDT
MEDTRONIC PLC | Ireland | Equities | 2,655 | 2,705 | +50 | $231,383 | $212,911 | -$18,472 |
|---|
CVX
CHEVRON CORP NEW COM | United States | Equities | 11,200 | 11,400 | +200 | $1,766,688 | $1,783,188 | +$16,500 |
|---|
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