Number of Shares
7,122.00
Current Holdings Value*
$517,330.00
% of Portfolio
0.13%
Total Estimate Gain
$1.27 Mil
% of Total Estimate Gain
9.39%

Vantage Financial Partners Ltd., Inc.'s iShares Core MSCI EAFE ETF Holding Summary

As of 2024-06-30, Vantage Financial Partners Ltd., Inc. held 7,122.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $517,330.00. This investment constitutes 0.13% of their stock portfolio, and Vantage Financial Partners Ltd., Inc. now holds -% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2022Q2. And since then Vantage Financial Partners Ltd., Inc. has made 5 purchases of IEFA, at an average price of $67.50, for a total of 199,836.00 shares. In addition, there have been 4 sales at an average price of $73.41 for 192,714.00 shares. Based on historical transaction data and IEFA's current price of $85.27, Vantage Financial Partners Ltd., Inc.'s estimated gain on his IEFA holdings is $1.27 Mil, reflecting a 9.39% gain to date.

Vantage Financial Partners Ltd., Inc. IEFA ($85.27) Holding Chart

Vantage Financial Partners Ltd., Inc. IEFA ($85.27) 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 %

Top Ranked Articles

  • 1