Ep Wealth Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,037,989 shares of BIV stock, worth $228 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares

3,037,989

Previous 2,193,072 38.53%

Holding current value

$228 Million

Previous $164 Million 44.96%

% of portfolio

2.12%

Previous 1.77%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$74.26 - $78.84 $62.7 Million - $66.6 Million	844,917 Added 38.53%	3,037,989 $238 Million
Q2 2024 Aug 19, 2024	BUY	$73.13 - $75.43 $43.3 Million - $44.7 Million	592,113 Added 36.98%	2,193,072 $164 Million
Q1 2024 May 14, 2024	BUY	$74.51 - $76.61 $38.8 Million - $39.9 Million	520,787 Added 48.21%	1,600,959 $121 Million
Q4 2023 Feb 28, 2024	BUY	$70.49 - $76.74 $38.1 Million - $41.5 Million	540,234 Added 100.05%	1,080,172 $82.5 Million
Q3 2023 Nov 22, 2023	BUY	$72.11 - $75.67 $35.9 Million - $37.6 Million	497,253 Added 1164.94%	539,938 $39 Million
Q2 2023 Aug 14, 2023	BUY	$74.96 - $77.47 $1.8 Million - $1.86 Million	24,051 Added 129.07%	42,685 $3.21 Million
Q1 2023 Jun 05, 2023	SELL	$73.57 - $77.31 $8.46 Million - $8.89 Million	-115,043 Reduced 86.06%	18,634 $1.43 Million
Q4 2022 Jun 12, 2023	BUY	$71.64 - $76.32 $9.92 Million - $10.6 Million	138,446 Added 742.98%	157,080 $11.7 Million
Q3 2022 Dec 02, 2022	BUY	$72.72 - $79.93 $707,202 - $777,319	9,725 Added 7.85%	133,677 $9.82 Million
Q2 2022 Aug 11, 2022	BUY	$75.37 - $81.44 $5.98 Million - $6.46 Million	79,365 Added 178.0%	123,952 $9.63 Million
Q1 2022 May 20, 2022	BUY	$81.03 - $87.06 $14,990 - $16,106	185 Added 0.42%	44,587 $3.65 Million
Q4 2021 Feb 17, 2022	BUY	$87.51 - $89.66 $345,576 - $354,067	3,949 Added 9.76%	44,402 $3.89 Million
Q3 2021 Nov 23, 2021	BUY	$89.41 - $91.32 $1.1 Million - $1.13 Million	12,340 Added 43.89%	40,453 $3.62 Million
Q3 2021 Nov 16, 2021	SELL	$89.41 - $91.32 $1.17 Million - $1.19 Million	-13,073 Reduced 31.74%	28,113 $3.62 Million
Q2 2021 Aug 24, 2021	BUY	$88.27 - $90.15 $1.84 Million - $1.88 Million	20,885 Added 102.88%	41,186 $3.71 Million
Q1 2021 May 17, 2021	BUY	$88.61 - $92.83 $275,665 - $288,794	3,111 Added 18.1%	20,301 $1.8 Million
Q4 2020 Feb 18, 2021	BUY	$92.55 - $93.62 $91,994 - $93,058	994 Added 6.14%	17,190 $1.6 Million
Q3 2020 Nov 17, 2020	SELL	$93.08 - $94.37 $1,954 - $1,981	-21 Reduced 0.13%	16,196 $1.51 Million
Q2 2020 Aug 14, 2020	SELL	$88.97 - $93.19 $2,936 - $3,075	-33 Reduced 0.2%	16,217 $1.51 Million
Q1 2020 May 18, 2020	BUY	$83.77 - $92.22 $1.36 Million - $1.5 Million	16,250 New	16,250 $1.45 Million

Others Institutions Holding BIV

# of Institutions

899

Shares Held

157M

Call Options Held

Put Options Held

53.2K

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About VANGUARD BD INDEX FD INC INTER

Ticker BIV
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Ep Wealth Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History