Vertex Planning Partners, LLC's ownership history for IVV

Vertex Planning Partners, LLC currently holds 8.8K shares with a market value of $5.9M. It started holding IVV on 2024-09-30. At its peak, it held 53.0K shares on 2024-09-30. Its highest holding value was $30.6M on 2024-09-30. At its lowest, it held 8.8K shares on 2025-09-30, with a value of $5.5M on 2025-03-31. In the recent 180 days, Vertex Planning Partners, LLC has decreased its shares by 912. In the recent year, Vertex Planning Partners, LLC has decreased its shares by 44.2K.