Ep Wealth Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 5,215 shares of ESGV stock, worth $619,802. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,215

Previous 5,422 3.82%

Holding current value

$619,802

Previous $531,000 7.53%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$86.93 - $109.64 $17,994 - $22,695	-207 Reduced 3.82%	5,215 $571,000
Q1 2025 May 15, 2025	SELL	$96.93 - $109.51 $397,606 - $449,210	-4,102 Reduced 43.07%	5,422 $531,000
Q4 2024 Feb 13, 2025	SELL	$100.18 - $109.1 $458,022 - $498,805	-4,572 Reduced 32.43%	9,524 $998,000
Q3 2024 Nov 14, 2024	BUY	$91.37 - $101.65 $157,156 - $174,838	1,720 Added 13.9%	14,096 $1.43 Million
Q1 2024 May 14, 2024	SELL	$83.14 - $93.19 $593,453 - $665,190	-7,138 Reduced 36.58%	12,376 $1.15 Million

Q4 2023 Feb 28, 2024	BUY	$71.95 - $85.41 $1.4 Million - $1.67 Million	19,514 New	19,514 $1.66 Million
Q4 2022 Jun 12, 2023	BUY	$62.41 - $70.74 $166,946 - $189,229	2,675 New	2,675 $176,000

Others Institutions Holding ESGV

# of Institutions

706

Shares Held

31.3M

Call Options Held

Put Options Held

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

More about ESGV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Account

Ep Wealth Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History