Vahanian & Associates Financial Planning Inc. Ishares Tr Msci Eafe ETF Transaction History

Vahanian & Associates Financial Planning Inc.

  • $24.5 Million
  • Q4 2023

A detailed history of Vahanian & Associates Financial Planning Inc. transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Vahanian & Associates Financial Planning Inc. holds 3,900 shares of EFA stock, worth $312,351. This represents 1.2% of its overall portfolio holdings.

Number of Shares
3,900
Previous 5,900 33.9%
Holding current value
$312,351
Previous $406,000 27.83%
% of portfolio
1.2%
Previous 1.39%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 24, 2024
SELL
$65.84 - $75.47 $131,680 - $150,940
-2,000 Reduced 33.9%
3,900 $293,000
Q3 2023

Oct 19, 2023
SELL
$68.56 - $74.46 $34,280 - $37,230
-500 Reduced 7.81%
5,900 $406,000
Q2 2023

Jul 24, 2023
SELL
$70.67 - $73.9 $10,600 - $11,085
-150 Reduced 2.29%
6,400 $464,000
Q1 2023

Apr 17, 2023
SELL
$66.22 - $72.19 $8,078 - $8,807
-122 Reduced 1.83%
6,550 $468,000
Q3 2022

Nov 02, 2022
BUY
$56.76 - $66.76 $378,702 - $445,422
6,672 New
6,672 $374,000
Q2 2022

Jul 27, 2022
SELL
$61.48 - $74.59 $189,481 - $229,886
-3,082 Closed
0 $0
Q1 2022

Apr 27, 2022
SELL
$66.84 - $79.66 $726,885 - $866,302
-10,875 Reduced 77.92%
3,082 $227,000
Q4 2021

Jan 28, 2022
BUY
$76.4 - $81.83 $1.07 Million - $1.14 Million
13,957 New
13,957 $1.1 Million

Others Institutions Holding EFA

# of Institutions
2,053
Shares Held
564M
Call Options Held
65.3M
Put Options Held
115M
View Full List

About ISHARES TR MSCI EAFE ETF

EFA Quotes by TradingView
  • Ticker EFA
  • Sector ETFs
  • Industry ETFs
More about EFA
Track This Portfolio

Track Vahanian & Associates Financial Planning Inc. Portfolio

Follow Vahanian & Associates Financial 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 Vahanian & Associates Financial Planning Inc., based on Form 13F filings with the SEC.

News

Stay updated on Vahanian & Associates Financial Planning Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email