Ep Wealth Advisors, LLC Vanguard Total Stock Market Et Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 186,227 shares of VTI stock, worth $55.3 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
186,227
Previous 167,682 11.06%
Holding current value
$55.3 Million
Previous $44.9 Million 17.56%
% of portfolio
0.47%
Previous 0.48%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$255.18 - $283.2 $4.73 Million - $5.25 Million
18,545 Added 11.06%
186,227 $52.7 Million
Q2 2024

Aug 19, 2024
BUY
$245.23 - $269.4 $2.18 Million - $2.39 Million
8,875 Added 5.59%
167,682 $44.9 Million
Q1 2024

May 14, 2024
BUY
$232.77 - $260.14 $5.32 Million - $5.95 Million
22,866 Added 16.82%
158,807 $41.3 Million
Q4 2023

Feb 28, 2024
BUY
$203.12 - $238.25 $4.37 Million - $5.13 Million
21,519 Added 18.81%
135,941 $32.2 Million
Q3 2023

Nov 22, 2023
BUY
$211.41 - $228.35 $22.7 Million - $24.5 Million
107,447 Added 1540.46%
114,422 $24.3 Million
Q2 2023

Aug 14, 2023
SELL
$200.75 - $220.28 $9.47 Million - $10.4 Million
-47,163 Reduced 87.12%
6,975 $1.54 Million
Q1 2023

Jun 05, 2023
SELL
$189.85 - $210.01 $5.26 Million - $5.81 Million
-27,687 Reduced 33.84%
54,138 $11 Million
Q4 2022

Jun 12, 2023
BUY
$179.3 - $204.18 $5.35 Million - $6.09 Million
29,811 Added 55.06%
83,949 $16.1 Million
Q3 2022

Dec 02, 2022
SELL
$179.47 - $216.24 $914,220 - $1.1 Million
-5,094 Reduced 5.86%
81,825 $14.7 Million
Q2 2022

Aug 11, 2022
SELL
$183.02 - $230.52 $4.07 Million - $5.12 Million
-22,232 Reduced 20.37%
86,919 $16.4 Million
Q1 2022

May 20, 2022
BUY
$209.9 - $242.97 $5.67 Million - $6.57 Million
27,020 Added 32.9%
109,151 $24.9 Million
Q4 2021

Feb 17, 2022
BUY
$221.73 - $242.96 $655,877 - $718,675
2,958 Added 3.74%
82,131 $19.8 Million
Q3 2021

Nov 23, 2021
BUY
$219.23 - $234.37 $16.1 Million - $17.2 Million
73,438 Added 1280.52%
79,173 $17.6 Million
Q3 2021

Nov 16, 2021
SELL
$219.23 - $234.37 $17.1 Million - $18.3 Million
-77,899 Reduced 93.14%
5,735 $17.6 Million
Q2 2021

Aug 24, 2021
BUY
$209.28 - $222.82 $1.34 Million - $1.42 Million
6,381 Added 8.26%
83,634 $18.6 Million
Q1 2021

May 17, 2021
BUY
$191.87 - $208.85 $690,540 - $751,651
3,599 Added 4.89%
77,253 $16 Million
Q4 2020

Feb 18, 2021
SELL
$166.99 - $194.64 $1.94 Million - $2.26 Million
-11,598 Reduced 13.6%
73,654 $14.3 Million
Q3 2020

Nov 17, 2020
SELL
$157.44 - $181.24 $4.1 Million - $4.72 Million
-26,035 Reduced 23.39%
85,252 $14.5 Million
Q2 2020

Aug 14, 2020
SELL
$122.96 - $164.1 $3.25 Million - $4.33 Million
-26,405 Reduced 19.18%
111,287 $17.4 Million
Q1 2020

May 18, 2020
SELL
$111.91 - $172.17 $1.29 Million - $1.99 Million
-11,543 Reduced 7.73%
137,692 $17.8 Million
Q4 2019

Feb 14, 2020
SELL
$146.61 - $164.29 $5.52 Million - $6.19 Million
-37,678 Reduced 20.16%
149,235 $24.4 Million
Q3 2019

Nov 18, 2019
BUY
$150.3 - $153.62 $26.4 Million - $27 Million
175,585 Added 1550.01%
186,913 $28.2 Million
Q2 2019

Aug 27, 2019
BUY
N/A
11,328 New
11,328 $1.7 Million
Q1 2019

May 20, 2019
SELL
N/A
-10,249 Closed
0 $0
Q4 2018

Feb 19, 2019
BUY
N/A
128 Added 1.26%
10,249 $1.31 Million
Q3 2018

Nov 15, 2018
BUY
N/A
6,563 Added 184.46%
10,121 $1.52 Million
Q2 2018

Aug 14, 2018
BUY
N/A
465 Added 15.03%
3,558 $500,000
Q1 2018

May 15, 2018
SELL
N/A
-372 Reduced 10.74%
3,093 $420,000
Q4 2017

Feb 15, 2018
BUY
N/A
412 Added 13.49%
3,465 $476,000
Q3 2017

Nov 15, 2017
SELL
N/A
-369 Reduced 10.78%
3,053 $395,000
Q2 2017

Aug 17, 2017
BUY
N/A
3,422
3,422 $426,000

Others Institutions Holding VTI

# of Institutions
3,045
Shares Held
453M
Call Options Held
1.81M
Put Options Held
618K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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