Ep Wealth Advisors, LLC Vanguard Sht Term Corp Bd ETF Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Sht Term Corp Bd ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 35,254 shares of VCSH stock, worth $2.76 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

35,254

Previous 35,406 0.43%

Holding current value

$2.76 Million

Previous $2.81 Million 2.17%

% of portfolio

0.02%

Previous 0.02%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$77.86 - $79.27 $11,834 - $12,049	-152 Reduced 0.43%	35,254 $2.75 Million
Q3 2024 Nov 14, 2024	SELL	$76.94 - $79.54 $748,318 - $773,606	-9,726 Reduced 21.55%	35,406 $2.81 Million
Q2 2024 Aug 19, 2024	BUY	$76.35 - $77.35 $163,770 - $165,915	2,145 Added 4.99%	45,132 $3.49 Million
Q1 2024 May 14, 2024	SELL	$76.87 - $77.64 $4.66 Million - $4.7 Million	-60,598 Reduced 58.5%	42,987 $3.32 Million
Q4 2023 Feb 28, 2024	BUY	$74.49 - $77.37 $4.58 Million - $4.76 Million	61,506 Added 146.17%	103,585 $8.01 Million
Q3 2023 Nov 22, 2023	SELL	$74.99 - $75.99 $21.7 Million - $22 Million	-289,170 Reduced 87.3%	42,079 $3.16 Million
Q2 2023 Aug 14, 2023	BUY	$75.46 - $76.54 $24.8 Million - $25.1 Million	328,569 Added 12260.04%	331,249 $25.1 Million
Q1 2023 Jun 05, 2023	SELL	$74.76 - $76.57 $6.66 Million - $6.82 Million	-89,021 Reduced 97.08%	2,680 $204,000
Q4 2022 Jun 12, 2023	BUY	$73.35 - $75.8 $25.2 Million - $26 Million	342,884 Added 12794.18%	345,564 $26 Million
Q3 2022 Dec 02, 2022	SELL	$74.01 - $77.39 $9.44 Million - $9.87 Million	-127,540 Reduced 58.17%	91,701 $6.81 Million
Q2 2022 Aug 11, 2022	BUY	$75.21 - $77.95 $8.02 Million - $8.31 Million	106,585 Added 94.61%	219,241 $16.7 Million
Q1 2022 May 20, 2022	BUY	$77.77 - $81.19 $4.19 Million - $4.38 Million	53,920 Added 91.8%	112,656 $8.8 Million
Q4 2021 Feb 17, 2022	BUY	$81.21 - $82.44 $4.77 Million - $4.84 Million	58,736 New	58,736 $4.77 Million
Q3 2021 Nov 16, 2021	SELL	$82.36 - $82.87 $5.38 Million - $5.41 Million	-65,268 Closed	0 $0
Q2 2021 Aug 24, 2021	SELL	$82.34 - $82.89 $870,663 - $876,478	-10,574 Reduced 13.94%	65,268 $5.4 Million
Q1 2021 May 17, 2021	SELL	$82.19 - $83.24 $8.96 Million - $9.07 Million	-108,963 Reduced 58.96%	75,842 $6.26 Million
Q4 2020 Feb 18, 2021	BUY	$82.66 - $83.25 $13.8 Million - $13.9 Million	167,544 Added 970.65%	184,805 $15.4 Million
Q3 2020 Nov 17, 2020	SELL	$82.55 - $83.1 $64,306 - $64,734	-779 Reduced 4.32%	17,261 $1.43 Million
Q2 2020 Aug 14, 2020	BUY	$78.35 - $82.66 $42,230 - $44,553	539 Added 3.08%	18,040 $1.49 Million
Q1 2020 May 18, 2020	BUY	$71.75 - $82.34 $327,036 - $375,305	4,558 Added 35.22%	17,501 $1.38 Million
Q4 2019 Feb 14, 2020	BUY	$80.76 - $81.3 $11,467 - $11,544	142 Added 1.11%	12,943 $1.05 Million
Q3 2019 Nov 18, 2019	BUY	$80.53 - $81.05 $299,491 - $301,424	3,719 Added 40.95%	12,801 $1.04 Million
Q2 2019 Aug 27, 2019	BUY	N/A	9,082 New	9,082 $733,000
Q1 2019 May 20, 2019	SELL	N/A	-8,030 Closed	0 $0
Q4 2018 Feb 19, 2019	SELL	N/A	-2,081 Reduced 20.58%	8,030 $626,000
Q3 2018 Nov 15, 2018	BUY	N/A	235 Added 2.38%	10,111 $790,000
Q2 2018 Aug 14, 2018	BUY	N/A	9,876 New	9,876 $771,000
Q1 2018 May 15, 2018	SELL	N/A	-3,915 Closed	0 $0
Q4 2017 Feb 15, 2018	BUY	N/A	715 Added 22.34%	3,915 $310,000
Q3 2017 Nov 15, 2017	SELL	N/A	-876 Reduced 21.49%	3,200 $256,000
Q2 2017 Aug 17, 2017	BUY	N/A	4,076	4,076 $326,000

Others Institutions Holding VCSH

# of Institutions

1,429

Shares Held

318M

Call Options Held

Put Options Held

View Full List

About VANGUARD SHT-TERM CORP BD ETF

Ticker VCSH
Sector ETFs
Industry ETFs

More about VCSH

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 Sht Term Corp Bd ETF Transaction History