Ep Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 146,996 shares of VOO stock, worth $80.3 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
146,996
Previous 95,695 53.61%
Holding current value
$80.3 Million
Previous $50.5 Million 56.85%
% of portfolio
0.67%
Previous 0.45%

Shares

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

Feb 13, 2025
BUY
$521.84 - $558.82 $26.8 Million - $28.7 Million
51,301 Added 53.61%
146,996 $79.2 Million
Q3 2024

Nov 14, 2024
BUY
$475.2 - $527.7 $19.9 Million - $22 Million
41,779 Added 77.49%
95,695 $50.5 Million
Q2 2024

Aug 19, 2024
SELL
$455.1 - $504.28 $466,932 - $517,391
-1,026 Reduced 1.87%
53,916 $27 Million
Q1 2024

May 14, 2024
BUY
$429.43 - $481.35 $467,219 - $523,708
1,088 Added 2.02%
54,942 $26.4 Million
Q4 2023

Feb 28, 2024
BUY
$377.32 - $438.19 $3.13 Million - $3.63 Million
8,287 Added 18.19%
53,854 $23.5 Million
Q3 2023

Nov 22, 2023
BUY
$392.7 - $420.68 $16.9 Million - $18.1 Million
43,073 Added 1727.06%
45,567 $17.9 Million
Q2 2023

Aug 14, 2023
BUY
$371.44 - $407.28 $447,213 - $490,365
1,204 Added 93.33%
2,494 $1.02 Million
Q1 2023

Jun 05, 2023
SELL
$348.66 - $382.94 $10.1 Million - $11 Million
-28,843 Reduced 95.72%
1,290 $485,000
Q4 2022

Jun 12, 2023
BUY
$327.64 - $374.54 $8.32 Million - $9.51 Million
25,400 Added 1968.99%
26,690 $9.38 Million
Q3 2022

Dec 02, 2022
BUY
$328.3 - $395.04 $1.27 Million - $1.53 Million
3,864 Added 14.71%
30,133 $9.89 Million
Q2 2022

Aug 11, 2022
SELL
$337.07 - $419.85 $435,494 - $542,446
-1,292 Reduced 4.69%
26,269 $9.11 Million
Q1 2022

May 20, 2022
SELL
$382.7 - $439.25 $226,941 - $260,475
-593 Reduced 2.11%
27,561 $11.4 Million
Q4 2021

Feb 17, 2022
BUY
$394.21 - $439.01 $3.8 Million - $4.23 Million
9,641 Added 52.08%
28,154 $12.3 Million
Q3 2021

Nov 23, 2021
BUY
$390.68 - $416.73 $6.44 Million - $6.87 Million
16,478 Added 809.73%
18,513 $7.3 Million
Q3 2021

Nov 16, 2021
SELL
$390.68 - $416.73 $8.2 Million - $8.74 Million
-20,982 Reduced 91.16%
2,035 $7.3 Million
Q2 2021

Aug 24, 2021
BUY
$368.16 - $394.32 $192,547 - $206,229
523 Added 2.33%
23,017 $9.06 Million
Q1 2021

May 17, 2021
BUY
$339.03 - $365.24 $4.5 Million - $4.85 Million
13,284 Added 144.23%
22,494 $8.2 Million
Q4 2020

Feb 18, 2021
SELL
$299.82 - $343.69 $408,954 - $468,793
-1,364 Reduced 12.9%
9,210 $3.17 Million
Q3 2020

Nov 17, 2020
SELL
$285.37 - $328.74 $1.56 Million - $1.8 Million
-5,477 Reduced 34.12%
10,574 $3.25 Million
Q2 2020

Aug 14, 2020
SELL
$226.15 - $297.17 $102,672 - $134,915
-454 Reduced 2.75%
16,051 $4.55 Million
Q1 2020

May 18, 2020
BUY
$204.27 - $310.92 $615,669 - $937,112
3,014 Added 22.34%
16,505 $3.91 Million
Q4 2019

Feb 14, 2020
BUY
$264.57 - $296.67 $2.41 Million - $2.7 Million
9,096 Added 206.96%
13,491 $3.99 Million
Q3 2019

Nov 18, 2019
BUY
$260.57 - $277.38 $239,724 - $255,189
920 Added 26.47%
4,395 $1.2 Million
Q2 2019

Aug 27, 2019
BUY
$252.12 - $271.73 $876,117 - $944,261
3,475 New
3,475 $935,000
Q1 2019

May 20, 2019
SELL
$224.5 - $261.43 $563,495 - $656,189
-2,510 Closed
0 $0
Q4 2018

Feb 19, 2019
SELL
$215.07 - $268.24 $23,657 - $29,506
-110 Reduced 4.2%
2,510 $577,000
Q3 2018

Nov 15, 2018
BUY
$248.79 - $269.75 $352,535 - $382,235
1,417 Added 117.79%
2,620 $700,000
Q2 2018

Aug 14, 2018
BUY
$236.48 - $256.33 $23,648 - $25,633
100 Added 9.07%
1,203 $300,000
Q1 2018

May 15, 2018
SELL
$236.79 - $263.36 $23,915 - $26,599
-101 Reduced 8.39%
1,103 $267,000
Q3 2017

Nov 15, 2017
SELL
$228.78 - $230.76 $15,099 - $15,230
-66 Reduced 5.2%
1,204 $278,000
Q2 2017

Aug 17, 2017
BUY
N/A
1,270
1,270 $282,000

Others Institutions Holding VOO

# of Institutions
3,522
Shares Held
474M
Call Options Held
2.36M
Put Options Held
2.13M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email