Vertex Planning Partners, LLC BLACKROCK ETF TRUST Transaction History

Vertex Planning Partners, LLC

  • $521 Billion
  • Q3 2025
Number of Shares
502,102
Previous 479,787 4.65%
Holding current value
$14.1 Billion
Previous $13.1 Billion 7.36%
% of portfolio
2.69%
Previous 2.73%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 18, 2025
BUY
N/A
22,315 Added 4.65%
502,102 $14.1 Billion
Q2 2025

Aug 13, 2025
BUY
N/A
6,639 Added 1.4%
479,787 $13.1 Billion
Q1 2025

May 14, 2025
BUY
N/A
19,211 Added 4.23%
473,148 $12.2 Billion
Q4 2024

Feb 12, 2025
BUY
N/A
453,937 New
453,937 $11.2 Billion
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