Ep Wealth Advisors, LLC Vanguard Russell 1000 Growth E Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,758 shares of VONG stock, worth $290,444. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,758

Holding current value

$290,444

% of portfolio

0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$85.48 - $98.39 $235,753 - $271,359	2,758 New	2,758 $266,000
Q4 2023 Feb 28, 2024	BUY	$66.09 - $78.32 $59,745 - $70,801	904 Added 55.26%	2,540 $198,000
Q3 2023 Nov 22, 2023	SELL	$67.86 - $73.4 $59,920 - $64,812	-883 Reduced 35.05%	1,636 $111,000
Q2 2023 Aug 14, 2023	BUY	$61.54 - $70.76 $155,019 - $178,244	2,519 New	2,519 $178,000
Q2 2022 Aug 11, 2022	BUY	$54.1 - $72.84 $41,061 - $55,285	759 Added 28.29%	3,442 $194,000
Q4 2021 Feb 17, 2022	BUY	$69.67 - $79.55 $186,924 - $213,432	2,683 New	2,683 $211,000
Q3 2021 Nov 16, 2021	SELL	$69.93 - $75.23 $214,545 - $230,805	-3,068 Closed	0 $0
Q2 2021 Aug 24, 2021	BUY	$62.94 - $69.93 $193,099 - $214,545	3,068 New	3,068 $214,000
Q1 2021 May 17, 2021	SELL	$59.12 - $65.5 $29,737 - $32,946	-503 Closed	0 $0
Q4 2020 Feb 18, 2021	BUY	$54.06 - $62.05 $27,192 - $31,211	503 New	503 $125,000

Others Institutions Holding VONG

# of Institutions

714

Shares Held

144M

Call Options Held

25.7K

Put Options Held

2.1K

View Full List

About VANGUARD RUSSELL 1000 GROWTH E

Ticker VONG
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Ep Wealth Advisors, LLC Vanguard Russell 1000 Growth E Transaction History