Number of Shares
31,618.00
Current Holdings Value*
$2.46 Mil
% of Portfolio
1.53%
Total Estimate Gain
$1.28 Mil
% of Total Estimate Gain
13.19%

VAUGHAN & Co SECURITIES, INC.'s iShares MSCI EAFE Min Vol Factor ETF Holding Summary

As of 2025-03-31, VAUGHAN & Co SECURITIES, INC. held 31,618.00 shares of iShares MSCI EAFE Min Vol Factor ETF(EFAV), totaling $2.46 Mil. This investment constitutes 1.53% of their stock portfolio, and VAUGHAN & Co SECURITIES, INC. now holds 0.05% of the outstanding iShares MSCI EAFE Min Vol Factor ETF(EFAV) stock.

The initial trade took place in 2020Q2. And since then VAUGHAN & Co SECURITIES, INC. has made 16 purchases of EFAV, at an average price of $67.29, for a total of 144,326.00 shares. In addition, there have been 3 sales at an average price of $74.30 for 112,708.00 shares. Based on historical transaction data and EFAV's current price of $82.83, VAUGHAN & Co SECURITIES, INC.'s estimated gain on his EFAV holdings is $1.28 Mil, reflecting a 13.19% gain to date.

VAUGHAN & Co SECURITIES, INC. EFAV ($82.83) Holding Chart

VAUGHAN & Co SECURITIES, INC. EFAV ($82.83) 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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