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

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 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 95,695 shares of VOO stock, worth $52.9 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

95,695

Previous 53,916 77.49%

Holding current value

$52.9 Million

Previous $27 Million 87.26%

% of portfolio

0.45%

Previous 0.29%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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