VPP
Vertex Planning Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
162,846
+61,334
| +60% | +$3.89M | 2.16% | 10 |
|
|
2025
Q1 | $5.98M | Buy |
101,512
+57,483
| +131% | +$3.39M | 1.31% | 20 |
|
|
2024
Q4 | $2.31M | Buy |
44,029
+538
| +1% | +$28.2K | 0.51% | 38 |
|
|
2024
Q3 | $2.5M | Buy |
43,491
+27,213
| +167% | +$1.57M | 0.6% | 30 |
|
|
2024
Q2 | $863K | Sell |
16,278
-9,262
| -36% | -$491K | 0.22% | 54 |
|
|
2024
Q1 | $1.39M | Sell |
25,540
-7,781
| -23% | -$423K | 0.38% | 38 |
|
|
2023
Q4 | $1.74M | Buy |
33,321
+530
| +2% | +$27.6K | 0.51% | 26 |
|
|
2023
Q3 | $1.6M | Buy |
32,791
+10,981
| +50% | +$537K | 0.55% | 25 |
|
|
2023
Q2 | $1.07M | Buy |
21,810
+157
| +0.7% | +$7.68K | 0.36% | 42 |
|
|
2023
Q1 | $1.05M | Sell |
21,653
-4,115
| -16% | -$200K | 0.4% | 37 |
|
|
2022
Q4 | $1.18M | Buy |
+25,768
| New | +$1.18M | 0.46% | 30 |
|