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Vertex Planning Partners’s Enterprise Products Partners EPD Stock Holding History

Vertex Planning Partners’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$215K Hold
6,925
– – 0.04% 178
2025
Q1 		$236K Hold
6,925
– – 0.05% 166
2024
Q4 		$217K Buy
+6,925
New +$217K 0.05% 176