Vertex Planning Partners, LLC Purchases in Q1 2025

Vertex Planning Partners, LLC

  • $458 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
120K
+ 263.38%
$44.72 - $46.25 $5.37M - $5.55M
166K $7.63B
EFV
Msci Eafe Value ETF

ETFs
57.5K
+ 130.56%
$51.88 - $60.73 $2.98M - $3.49M
102K $5.98B
TFLO
Ishares Treasury Floating Rate

ETFs
58K
+ 25.89%
$50.48 - $50.68 $2.93M - $2.94M
282K $14.3B
XLG
Invesco Exchange Traded Fd Tr

ETFs
54.4K
New
$45.72 - $51.73 $2.49M - $2.81M
54.4K $2.5B
ICSH
Blackrock Ultra Short Term Bon

ETFs
44.6K
New
$50.44 - $50.7 $2.25M - $2.26M
44.6K $2.26B
IVE
Ishares S&P 500 Value ETF

ETFs
11.9K
+ 44.6%
$185.78 - $198.58 $2.21M - $2.36M
38.6K $7.35B
HEFA
Ishares Currency Hedged Msci E

ETFs
50.1K
+ 22.24%
$34.83 - $37.52 $1.74M - $1.88M
275K $9.99B
USFR
Wisdomtree Floating Rate Treas

ETFs
41.7K
+ 7.06%
$50.29 - $50.5 $2.1M - $2.11M
632K $31.8B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
16.3K
New
$97.25 - $104.79 $1.59M - $1.71M
16.3K $1.7B
EFG
Msci Eafe Growth ETF

ETFs
14.8K
+ 66.26%
$96.1 - $106.37 $1.43M - $1.58M
37.2K $3.72B
GLDM
World Gold Trust

ETFs
15.4K
+ 99.86%
$52.19 - $61.89 $804K - $953K
30.8K $1.91B
Blackrock ETF Trust
19.2K
+ 4.23%
N/A
473K $12.2B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
20.2K
+ 66.13%
$37.07 - $40.63 $750K - $821K
50.8K $2B
IEMG
Ishares Inc

ETFs
12.4K
+ 90.33%
N/A
26.1K $1.41B
XTEN
Bondbloxx ETF Tr Bloomberg 10
14.6K
New
N/A
14.6K $681M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.02K
+ 6.25%
$114.57 - $118.14 $460K - $474K
68.3K $8.07B
EMB
Ishares Tr

ETFs
6.81K
New
$88.64 - $92.03 $603K - $627K
6.81K $617M
ABBV
Abb Vie Inc.

Healthcare
77
+ 0.48%
$169.2 - $216.66 $13K - $16.7K
16K $3.36B
PULS
Pgim ETF Tr

ETFs
9.5K
+ 6.32%
$49.56 - $49.78 $471K - $473K
160K $7.95B
MBB
Ishares Tr

ETFs
3.4K
+ 4.26%
$90.37 - $94.08 $308K - $320K
83.3K $7.81B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.6K
+ 5.22%
$33.84 - $37.77 $189K - $211K
113K $4.1B
HEEM
Ishares Currency Hedged Msci E

ETFs
9.08K
+ 5.52%
$26.44 - $29.01 $240K - $264K
174K $4.88B
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.14K
+ 14.62%
$168.16 - $186.21 $529K - $585K
24.6K $4.21B
MEAR
Blackrock Short Maturity Munic

ETFs
6.83K
New
$49.97 - $50.36 $341K - $344K
6.83K $343M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
6.8K
New
$41.61 - $44.72 $283K - $304K
6.8K $294M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
563
New
$507.05 - $563.67 $285K - $317K
563 $290M
J P Morgan Exchange Traded F
14.1K
+ 5.92%
N/A
252K $15.1B
DTD
Wisdomtree Tr U.S Total Divide

ETFs
2.3K
+ 2.53%
$74.87 - $79.99 $172K - $184K
93.4K $7.19B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
13.6K
+ 2.2%
$55.41 - $60.74 $755K - $827K
632K $35.7B
T Rowe Price ETF Inc
7.18K
New
N/A
7.18K $246M
CME
Cme Group Inc.

Financial Services
63
+ 0.92%
$225.82 - $266.54 $14.2K - $16.8K
6.94K $1.84B
UNH
Unitedhealth Group Inc

Healthcare
447
New
$461.52 - $548.18 $206K - $245K
447 $234M
CAH
Cardinal Health Inc

Healthcare
1.64K
New
$118.02 - $137.77 $194K - $226K
1.64K $226M
DFAT
Dimensional ETF Tr U S Target

ETFs
3.97K
New
$50.44 - $58.1 $200K - $231K
3.97K $204M
IXUS
Ishares Tr

ETFs
2.92K
New
$65.06 - $72.31 $190K - $211K
2.92K $204M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
2.53K
New
$76.77 - $82.22 $194K - $208K
2.53K $201M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.46K
+ 35.33%
$82.81 - $92.93 $203K - $228K
9.41K $801M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
3.02K
+ 1.34%
$22.46 - $23.26 $67.9K - $70.3K
229K $5.3B
ABT
Abbott Laboratories

Healthcare
240
+ 3.4%
$111.1 - $140.22 $26.7K - $33.7K
7.29K $967M
SUB
Ishares Short Term National Mu

ETFs
1.54K
+ 16.87%
$105.3 - $106.24 $162K - $163K
10.6K $1.12B
GLD
Spdr Gold Trust

ETFs
106
+ 3.79%
$243.19 - $288.14 $25.8K - $30.5K
2.9K $836M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
3.09K
+ 30.64%
$43.76 - $45.31 $135K - $140K
13.2K $593M
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
13.2K
New
$9.44 - $10.68 $124K - $141K
13.2K $135M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.48K
+ 5.12%
$50.72 - $50.92 $126K - $126K
51K $2.59B
VTI
Vanguard Total Stock Market Et

ETFs
516
+ 32.82%
$271.18 - $303.12 $140K - $156K
2.09K $574M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
3.25K
+ 8.96%
$27.64 - $28.58 $89.7K - $92.8K
39.5K $1.13B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
2.31K
+ 24.59%
$51.26 - $52.53 $118K - $121K
11.7K $602M
CVX
Chevron Corp

Energy
40
+ 1.13%
$146.71 - $167.97 $5.87K - $6.72K
3.59K $600M
V
Visa Inc.

Financial Services
160
+ 20.08%
$306.92 - $362.71 $49.1K - $58K
957 $335M
Activity Summary
Buys All Purchases 100 New Holdings 15 Increased Positions 85 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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