Ep Wealth Advisors, LLC Vanguard S&P Mid Cap 400 Growt Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 950 shares of IVOG stock, worth $108,917. This represents 0.0% of its overall portfolio holdings.

Number of Shares
950
Previous 950 -0.0%
Holding current value
$108,917
Previous $104,000 3.85%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 19, 2024
SELL
$105.32 - $113.24 $115,851 - $124,564
-1,100 Reduced 53.66%
950 $104,000
Q1 2024

May 14, 2024
BUY
$95.22 - $113.45 $952 - $1,134
10 Added 0.49%
2,050 $232,000
Q4 2023

Feb 28, 2024
SELL
$84.65 - $99.33 $38,092 - $44,698
-450 Reduced 18.07%
2,040 $200,000
Q3 2023

Nov 22, 2023
SELL
$89.35 - $96.91 $116,423 - $126,273
-1,303 Reduced 34.35%
2,490 $224,000
Q2 2023

Aug 14, 2023
SELL
$85.73 - $93.5 $2.82 Million - $3.08 Million
-32,907 Reduced 89.66%
3,793 $354,000
Q1 2023

Jun 05, 2023
BUY
$83.99 - $185.01 $3.08 Million - $6.79 Million
36,700 New
36,700 $3.26 Million
Q4 2022

Jun 12, 2023
SELL
$79.72 - $182.13 $2.73 Million - $6.24 Million
-34,275 Reduced 93.39%
2,425 $410,000
Q3 2021

Nov 23, 2021
SELL
$96.36 - $103.76 $447,014 - $481,342
-4,639 Reduced 68.58%
2,125 $418,000
Q3 2021

Nov 16, 2021
BUY
$96.36 - $103.76 $447,014 - $481,342
4,639 Added 218.31%
6,764 $418,000
Q3 2020

Nov 17, 2020
BUY
$68.81 - $77.86 $146,221 - $165,452
2,125 New
2,125 $317,000
Q2 2020

Aug 14, 2020
SELL
$51.49 - $73.58 $109,416 - $156,357
-2,125 Closed
0 $296,000
Q1 2020

May 18, 2020
SELL
$46.42 - $76.49 $65,545 - $108,003
-1,412 Reduced 39.92%
2,125 $235,000
Q4 2019

Feb 14, 2020
BUY
$67.56 - $73.64 $238,959 - $260,464
3,537 New
3,537 $520,000

Others Institutions Holding IVOG

# of Institutions
138
Shares Held
2.95M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 GROWT

IVOG Quotes by TradingView
  • Ticker IVOG
  • Sector ETFs
  • Industry ETFs
More about IVOG
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