Ep Wealth Advisors, LLC Vanguard Russell 3000 ETF Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

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 $371,661. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,372
Previous 1,372 -0.0%
Holding current value
$371,661
Previous $348,000 2.3%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
206
Shares Held
4.67M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD RUSSELL 3000 ETF

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