A detailed history of Prosperity Planning, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Prosperity Planning, Inc. holds 2,020 shares of EFG stock, worth $205,151. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,020
Holding current value
$205,151
% of portfolio
0.07%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

BUY
$97.17 - $106.25 $196,283 - $214,625
2,020 New
2,020 $206,000
Q2 2023

Jul 13, 2023

BUY
$93.15 - $96.95 $9,687 - $10,082
104 Added 4.57%
2,378 $226,000
Q1 2023

Apr 13, 2023

BUY
$84.36 - $93.68 $191,834 - $213,028
2,274 New
2,274 $213,000
Q2 2022

Jul 11, 2022

SELL
$77.95 - $97.78 $171,256 - $214,822
-2,197 Closed
0 $0
Q4 2021

Jan 21, 2022

SELL
$105.06 - $113.44 $62,405 - $67,383
-594 Reduced 21.28%
2,197 $242,000
Q3 2021

Oct 08, 2021

BUY
$105.79 - $113.94 $72,571 - $78,162
686 Added 32.59%
2,791 $297,000
Q2 2021

Jul 13, 2021

SELL
$102.07 - $109.39 $6,838 - $7,329
-67 Reduced 3.08%
2,105 $226,000
Q1 2021

Apr 12, 2021

SELL
$97.17 - $105.39 $71,808 - $77,883
-739 Reduced 25.39%
2,172 $218,000
Q4 2020

Feb 01, 2021

BUY
$86.3 - $101.51 $251,219 - $295,495
2,911 New
2,911 $294,000

Others Institutions Holding EFG

About MSCI EAFE GROWTH ETF


  • Ticker EFG
  • Sector ETFs
  • Industry ETFs
More about EFG
Track This Portfolio

Track Prosperity Planning, Inc. Portfolio

Follow Prosperity Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prosperity Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Planning, Inc. with notifications on news.