VANTAGE WEALTH quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, VANTAGE WEALTH opened 3 positions, added to 6, reduced 16, sold out of 2 and left 5 unchanged. The largest increase in value was GOOG (+$26,686,693); the largest decrease was GOOG (-$25,434,338).
- GOOG: Country of operation United States; Class CAP STK CL C; Shares 2025-09-30 0; Shares 2025-12-31 85,261.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2025-09-30 0; Shares 2025-12-31 4,935.
- ARWR: Country of operation United States; Class COM; Shares 2025-09-30 0; Shares 2025-12-31 3,750.
Two Form 13F-HR filings compared (SEC CIK 1569174): 2025-09-30 (filed 2025-10-14) and 2025-12-31 (filed 2026-01-14). 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.
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