Ep Wealth Advisors, LLC Vanguard Intermediate Term Tre Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 14,405 shares of VGIT stock, worth $864,300. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,405
Previous 17,924 19.63%
Holding current value
$864,300
Previous $1.06 Million 19.08%
% of portfolio
0.01%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$58.63 - $59.9 $206,318 - $210,788
-3,519 Reduced 19.63%
14,405 $861,000
Q1 2025

May 15, 2025
SELL
$57.44 - $59.4 $316,953 - $327,769
-5,518 Reduced 23.54%
17,924 $1.06 Million
Q4 2024

Feb 13, 2025
SELL
$57.78 - $60.4 $542,207 - $566,793
-9,384 Reduced 28.59%
23,442 $1.36 Million
Q3 2024

Nov 14, 2024
SELL
$57.8 - $60.8 $294,837 - $310,140
-5,101 Reduced 13.45%
32,826 $1.98 Million
Q2 2024

Aug 19, 2024
BUY
$57.14 - $58.53 $2.02 Million - $2.07 Million
35,322 Added 1355.93%
37,927 $2.21 Million
Q1 2024

May 14, 2024
SELL
$58.07 - $59.52 $147,904 - $151,597
-2,547 Reduced 49.44%
2,605 $152,000
Q4 2023

Feb 28, 2024
BUY
$56.15 - $59.51 $289,284 - $306,595
5,152 New
5,152 $305,000
Q1 2023

Jun 05, 2023
SELL
$57.72 - $60.39 $305,165 - $319,281
-5,287 Reduced 9.87%
48,297 $2.9 Million
Q4 2022

Jun 12, 2023
BUY
$57.14 - $59.67 $325,240 - $339,641
5,692 Added 11.79%
53,989 $3.16 Million
Q3 2022

Dec 02, 2022
BUY
$57.73 - $62.32 $30,365 - $32,780
526 Added 0.99%
53,584 $3.13 Million
Q2 2022

Aug 11, 2022
SELL
$59.34 - $62.5 $97,732 - $102,937
-1,647 Reduced 3.01%
53,058 $3.25 Million
Q1 2022

May 20, 2022
SELL
$62.43 - $66.15 $365,839 - $387,639
-5,860 Reduced 9.68%
54,705 $3.44 Million
Q4 2021

Feb 17, 2022
SELL
$66.4 - $67.68 $1.06 Million - $1.08 Million
-16,021 Reduced 20.92%
60,565 $4.03 Million
Q3 2021

Nov 23, 2021
BUY
$67.44 - $68.68 $5.03 Million - $5.13 Million
74,629 Added 3813.44%
76,586 $5.17 Million
Q3 2021

Nov 16, 2021
SELL
$67.44 - $68.68 $7.86 Million - $8 Million
-116,529 Reduced 98.35%
1,957 $5.17 Million
Q2 2021

Aug 24, 2021
SELL
$67.21 - $68.13 $5.12 Million - $5.19 Million
-76,200 Reduced 39.14%
118,486 $8.04 Million
Q1 2021

May 17, 2021
SELL
$67.23 - $69.45 $4.95 Million - $5.11 Million
-73,608 Reduced 27.44%
194,686 $13.1 Million
Q4 2020

Feb 18, 2021
BUY
$69.32 - $70.41 $18.6 Million - $18.9 Million
268,294 New
268,294 $18.6 Million

Others Institutions Holding VGIT

# of Institutions
914
Shares Held
427M
Call Options Held
4K
Put Options Held
5.4K
View Full List

About VANGUARD INTERMEDIATE-TERM TRE

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