Vertex Planning Partners, LLC Msci Eafe Growth ETF Transaction History

Vertex Planning Partners, LLC

$458 Billion
Q1 2025

A detailed history of Vertex Planning Partners, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 37,245 shares of EFG stock, worth $4.11 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

37,245

Previous 22,402 66.26%

Holding current value

$4.11 Million

Previous $2.17 Billion 71.7%

% of portfolio

0.81%

Previous 0.48%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$96.1 - $106.37 $1.43 Million - $1.58 Million	14,843 Added 66.26%	37,245 $3.72 Billion
Q4 2024 Feb 12, 2025	BUY	$96.83 - $106.88 $69,427 - $76,632	717 Added 3.31%	22,402 $2.17 Billion
Q3 2024 Nov 07, 2024	BUY	$96.84 - $108.77 $106,136 - $119,211	1,096 Added 5.32%	21,685 $2.33 Billion
Q2 2024 Aug 13, 2024	BUY	$97.17 - $106.25 $763,367 - $834,700	7,856 Added 61.7%	20,589 $2.11 Billion
Q1 2024 May 13, 2024	BUY	$93.77 - $104.85 $265,650 - $297,040	2,833 Added 28.62%	12,733 $1.32 Billion
Q4 2023 Feb 14, 2024	SELL	$82.53 - $96.98 $405,057 - $475,977	-4,908 Reduced 33.14%	9,900 $959 Million
Q3 2023 Nov 14, 2023	SELL	$85.55 - $97.39 $181,793 - $206,953	-2,125 Reduced 12.55%	14,808 $1.28 Billion
Q2 2023 Aug 14, 2023	BUY	$93.15 - $96.95 $121,001 - $125,938	1,299 Added 8.31%	16,933 $1.62 Billion
Q1 2023 May 16, 2023	BUY	$84.36 - $93.68 $402,312 - $446,759	4,769 Added 43.89%	15,634 $1.46 Billion
Q4 2022 Feb 06, 2023	BUY	$72.2 - $88.14 $784,453 - $957,641	10,865 New	10,865 $910 Million

Others Institutions Holding EFG

# of Institutions

1,103

Shares Held

121M

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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Vertex Planning Partners, LLC Msci Eafe Growth ETF Transaction History