Ep Wealth Advisors, LLC Vanguard Consumer Staples ETF Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,031 shares of VDC stock, worth $858,441. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,031

Previous 9,553 57.8%

Holding current value

$858,441

Previous $2.09 Million 59.18%

% of portfolio

0.01%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$210.96 - $223.62 $1.16 Million - $1.23 Million	-5,522 Reduced 57.8%	4,031 $852,000
Q3 2024 Nov 14, 2024	BUY	$201.77 - $221.32 $226,385 - $248,321	1,122 Added 13.31%	9,553 $2.09 Million
Q2 2024 Aug 19, 2024	SELL	$194.57 - $209.07 $22,764 - $24,461	-117 Reduced 1.37%	8,431 $1.71 Million
Q1 2024 May 14, 2024	BUY	$189.57 - $204.14 $1.38 Million - $1.49 Million	7,276 Added 572.01%	8,548 $1.74 Million
Q4 2023 Feb 28, 2024	SELL	$175.13 - $191.99 $58,318 - $63,932	-333 Reduced 20.75%	1,272 $242,000
Q3 2023 Nov 22, 2023	SELL	$182.67 - $199.63 $731,410 - $799,318	-4,004 Reduced 71.39%	1,605 $293,000
Q2 2023 Aug 14, 2023	SELL	$189.34 - $200.8 $11.5 Million - $12.2 Million	-60,913 Reduced 91.57%	5,609 $1.09 Million
Q1 2023 Jun 05, 2023	BUY	$184.07 - $195.02 $12.2 Million - $13 Million	66,522 New	66,522 $12.9 Million
Q4 2022 Jun 12, 2023	SELL	$171.56 - $199.59 $11.1 Million - $13 Million	-64,957 Reduced 97.65%	1,565 $299,000
Q2 2022 Aug 11, 2022	BUY	$177.06 - $208.31 $256,028 - $301,216	1,446 New	1,446 $268,000

Others Institutions Holding VDC

# of Institutions

668

Shares Held

15.8M

Call Options Held

2.5K

Put Options Held

View Full List

About VANGUARD CONSUMER STAPLES ETF

Ticker VDC
Sector ETFs
Industry ETFs

More about VDC

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Ep Wealth Advisors, LLC Vanguard Consumer Staples ETF Transaction History