Vance Wealth, Inc. Msci Eafe Growth ETF Transaction History

Vance Wealth, Inc.

$257 Million
Q4 2024

A detailed history of Vance Wealth, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Vance Wealth, Inc. holds 25,379 shares of EFG stock, worth $2.64 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

25,379

Previous 26,426 3.96%

Holding current value

$2.64 Million

Previous $2.84 Million 13.61%

% of portfolio

0.95%

Previous 1.08%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$96.83 - $106.88 $101,381 - $111,903	-1,047 Reduced 3.96%	25,379 $2.46 Million
Q3 2024 Nov 08, 2024	SELL	$96.84 - $108.77 $161,238 - $181,102	-1,665 Reduced 5.93%	26,426 $2.84 Million
Q2 2024 Aug 02, 2024	SELL	$97.17 - $106.25 $530,353 - $579,912	-5,458 Reduced 16.27%	28,091 $2.87 Million
Q1 2024 Apr 30, 2024	BUY	$93.77 - $104.85 $49,135 - $54,941	524 Added 1.59%	33,549 $3.48 Million
Q4 2023 Feb 05, 2024	BUY	$82.53 - $96.98 $41,430 - $48,683	502 Added 1.54%	33,025 $3.2 Million
Q3 2023 Nov 03, 2023	BUY	$85.55 - $97.39 $59,286 - $67,491	693 Added 2.18%	32,523 $2.81 Million
Q2 2023 Aug 02, 2023	BUY	$93.15 - $96.95 $196,919 - $204,952	2,114 Added 7.11%	31,830 $3.04 Million
Q1 2023 May 10, 2023	BUY	$84.36 - $93.68 $274,844 - $305,209	3,258 Added 12.31%	29,716 $2.78 Million
Q4 2022 Jan 27, 2023	SELL	$72.2 - $88.14 $241,870 - $295,269	-3,350 Reduced 11.24%	26,458 $0
Q3 2022 Oct 31, 2022	BUY	$71.9 - $88.11 $491,005 - $601,703	6,829 Added 29.72%	29,808 $2.16 Million
Q2 2022 Aug 09, 2022	BUY	$77.95 - $97.78 $256,143 - $321,305	3,286 Added 16.69%	22,979 $1.85 Million
Q1 2022 May 13, 2022	BUY	$87.3 - $110.53 $1.3 Million - $1.64 Million	14,872 Added 308.48%	19,693 $1.9 Million
Q4 2021 Feb 18, 2022	BUY	$105.06 - $113.44 $506,494 - $546,894	4,821 New	4,821 $532,000

Others Institutions Holding EFG

# of Institutions

1,063

Shares Held

157M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

More about EFG

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