Ep Wealth Advisors, LLC Vanguard Russell 3000 ETF Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Russell 3000 ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,372 shares of VTHR stock, worth $405,494. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,372

Previous 1,624 15.52%

Holding current value

$405,494

Previous $400,000 6.5%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$218.71 - $272.75 $55,114 - $68,733	-252 Reduced 15.52%	1,372 $374,000
Q1 2025 May 15, 2025	BUY	$243.2 - $272.04 $61,286 - $68,554	252 Added 18.37%	1,624 $400,000
Q3 2024 Nov 14, 2024	BUY	$228.55 - $253.74 $27,654 - $30,702	121 Added 9.67%	1,372 $348,000
Q4 2023 Feb 28, 2024	BUY	$182.01 - $213.49 $227,694 - $267,075	1,251 New	1,251 $266,000
Q1 2023 Jun 05, 2023	BUY	$170.44 - $188.45 $65.4 Million - $72.3 Million	383,608 Added 717.13%	437,100 $80.1 Million

Q4 2022 Jun 12, 2023	SELL	$160.9 - $183.26 $61.7 Million - $70.2 Million	-383,158 Reduced 87.66%	53,942 $9.26 Million
Q3 2022 Dec 02, 2022	SELL	$161.1 - $193.98 $294,168 - $354,207	-1,826 Reduced 3.3%	53,492 $8.62 Million
Q2 2022 Aug 11, 2022	BUY	$164.05 - $206.15 $268,713 - $337,673	1,638 Added 3.05%	55,318 $9.35 Million
Q1 2022 May 20, 2022	BUY	$187.8 - $216.93 $26,479 - $30,587	141 Added 0.26%	53,680 $10.9 Million
Q4 2021 Feb 17, 2022	BUY	$197.78 - $216.93 $146,159 - $160,311	739 Added 1.4%	53,539 $11.5 Million
Q3 2021 Nov 23, 2021	BUY	$195.75 - $209.13 $6.25 Million - $6.68 Million	31,940 Added 153.12%	52,800 $10.5 Million
Q3 2021 Nov 16, 2021	SELL	$195.75 - $209.13 $6.22 Million - $6.65 Million	-31,795 Reduced 60.38%	20,860 $10.5 Million
Q2 2021 Aug 24, 2021	SELL	$186.79 - $199.48 $401,598 - $428,882	-2,150 Reduced 3.92%	52,655 $10.5 Million
Q4 2020 Feb 18, 2021	BUY	$149.19 - $174.08 $8.18 Million - $9.54 Million	54,805 New	54,805 $9.54 Million

Others Institutions Holding VTHR

# of Institutions

229

Shares Held

4.62M

Call Options Held

Put Options Held

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About VANGUARD RUSSELL 3000 ETF

Ticker VTHR
Sector ETFs
Industry ETFs

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Ep Wealth Advisors, LLC Vanguard Russell 3000 ETF Transaction History