Vertex Planning Partners, LLC's ownership history for VHT

Vertex Planning Partners, LLC currently holds 1.4K shares with a market value of $409.6K. It started holding VHT on 2024-09-30. At its peak, it held 1.4K shares on 2025-12-31. Its highest holding value was $409.6K on 2025-12-31. At its lowest, it held 1.3K shares on 2025-03-31, with a value of $322.6K on 2025-06-30. In the recent 180 days, Vertex Planning Partners, LLC has increased its shares by 124. In the recent year, Vertex Planning Partners, LLC has increased its shares by 119.