A detailed history of Vance Wealth, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Vance Wealth, Inc. holds 65,255 shares of EFV stock, worth $3.43 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares
65,255
Previous 70,249 7.11%
Holding current value
$3.43 Million
Previous $3.73 Million 0.75%
% of portfolio
1.43%
Previous 1.54%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$51.72 - $57.96 $258,289 - $289,452
-4,994 Reduced 7.11%
65,255 $3.75 Million
Q2 2024

Aug 02, 2024

SELL
$52.34 - $56.41 $777,301 - $837,744
-14,851 Reduced 17.45%
70,249 $3.73 Million
Q1 2024

Apr 30, 2024

BUY
$50.46 - $54.5 $141,388 - $152,709
2,802 Added 3.4%
85,100 $4.63 Million
Q4 2023

Feb 05, 2024

BUY
$46.57 - $52.25 $161,923 - $181,673
3,477 Added 4.41%
82,298 $4.29 Million
Q3 2023

Nov 03, 2023

BUY
$47.71 - $51.06 $118,177 - $126,475
2,477 Added 3.24%
78,821 $3.86 Million
Q2 2023

Aug 02, 2023

BUY
$47.6 - $50.24 $203,252 - $214,524
4,270 Added 5.92%
76,344 $3.74 Million
Q1 2023

May 10, 2023

BUY
$45.61 - $50.02 $415,324 - $455,482
9,106 Added 14.46%
72,074 $3.5 Million
Q4 2022

Jan 27, 2023

SELL
$38.5 - $46.73 $511,973 - $621,415
-13,298 Reduced 17.44%
62,968 $0
Q3 2022

Oct 31, 2022

BUY
$38.45 - $45.24 $497,389 - $585,224
12,936 Added 20.43%
76,266 $2.94 Million
Q2 2022

Aug 09, 2022

BUY
$43.33 - $50.78 $349,239 - $409,286
8,060 Added 14.58%
63,330 $2.75 Million
Q1 2022

May 13, 2022

BUY
$45.64 - $53.35 $2.01 Million - $2.35 Million
44,061 Added 393.09%
55,270 $2.78 Million
Q4 2021

Feb 18, 2022

BUY
$48.8 - $52.57 $546,999 - $589,257
11,209 New
11,209 $565,000

Others Institutions Holding EFV

About MSCI EAFE VALUE ETF


  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
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