Vertex Planning Partners, LLC EFV Holdings History
Vertex Planning Partners, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Vertex Planning Partners, LLC held 101,512.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $5.98 Mil. This investment constitutes 1.31% of their stock portfolio, and Vertex Planning Partners, LLC now holds 0.03% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2022Q4. And since then Vertex Planning Partners, LLC has made 6 purchases of EFV, at an average price of $52.74, for a total of 122,670.00 shares. In addition, there have been 3 sales at an average price of $52.41 for 21,158.00 shares. Based on historical transaction data and EFV's current price of $63.56, Vertex Planning Partners, LLC's estimated gain on his EFV holdings is $1.09 Mil, reflecting a 16.86% gain to date.
Vertex Planning Partners, LLC EFV ($63.56) Holding Chart
Vertex Planning Partners, LLC EFV ($63.56) 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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