Ep Wealth Advisors, LLC Vanguard Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 9,369 shares of VGSH stock, worth $545,837. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,369
Previous 8,997 4.13%
Holding current value
$545,837
Previous $531,000 2.64%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$58.02 - $58.88 $21,583 - $21,903
372 Added 4.13%
9,369 $545,000
Q3 2024

Nov 14, 2024
SELL
$57.74 - $59.13 $106,010 - $108,562
-1,836 Reduced 16.95%
8,997 $531,000
Q2 2024

Aug 19, 2024
BUY
$57.55 - $58.0 $59,218 - $59,682
1,029 Added 10.5%
10,833 $628,000
Q1 2024

May 14, 2024
SELL
$57.88 - $58.54 $10,418 - $10,537
-180 Reduced 1.8%
9,804 $569,000
Q4 2023

Feb 28, 2024
BUY
$57.34 - $58.41 $142,948 - $145,616
2,493 Added 33.28%
9,984 $582,000
Q3 2023

Nov 22, 2023
SELL
$57.47 - $57.91 $1.51 Million - $1.52 Million
-26,225 Reduced 77.78%
7,491 $431,000
Q2 2023

Aug 14, 2023
BUY
$57.72 - $58.69 $1.32 Million - $1.34 Million
22,847 Added 210.2%
33,716 $1.95 Million
Q1 2023

Jun 05, 2023
SELL
$57.32 - $58.77 $2.23 Million - $2.29 Million
-38,942 Reduced 78.18%
10,869 $636,000
Q4 2022

Jun 12, 2023
BUY
$57.38 - $58.13 $2.23 Million - $2.26 Million
38,919 Added 358.07%
49,788 $2.88 Million
Q3 2022

Dec 02, 2022
BUY
$57.67 - $59.08 $18,396 - $18,846
319 Added 0.64%
49,811 $2.88 Million
Q2 2022

Aug 11, 2022
BUY
$58.29 - $59.37 $6,003 - $6,115
103 Added 0.21%
49,492 $2.91 Million
Q1 2022

May 20, 2022
SELL
$59.19 - $60.79 $6,629 - $6,808
-112 Reduced 0.23%
49,389 $2.93 Million
Q4 2021

Feb 17, 2022
SELL
$60.79 - $61.43 $146,990 - $148,537
-2,418 Reduced 4.66%
49,501 $3.01 Million
Q3 2021

Nov 23, 2021
SELL
$61.39 - $61.54 $5.34 Billion - $5.35 Billion
-86,948,016 Reduced 99.94%
51,919 $3.19 Million
Q3 2021

Nov 16, 2021
BUY
$61.39 - $61.54 $5.34 Billion - $5.35 Billion
86,946,546 Added 162854.8%
86,999,935 $3.19 Million
Q2 2021

Aug 24, 2021
BUY
$61.41 - $61.64 $1.94 Million - $1.95 Million
31,670 Added 145.82%
53,389 $3.28 Million
Q1 2021

May 17, 2021
BUY
$61.49 - $61.63 $99,921 - $100,148
1,625 Added 8.09%
21,719 $1.34 Million
Q4 2020

Feb 18, 2021
BUY
$61.6 - $62.06 $1.24 Million - $1.25 Million
20,094 New
20,094 $1.24 Million

Others Institutions Holding VGSH

# of Institutions
965
Shares Held
261M
Call Options Held
11K
Put Options Held
6K
View Full List

About VANGUARD

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