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

Ep Wealth Advisors, LLC

$12 Billion
Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 79,249 shares of BND stock, worth $5.77 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

79,249

Previous 80,483 1.53%

Holding current value

$5.77 Million

Previous $5.79 Million 0.57%

% of portfolio

0.05%

Previous 0.05%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$71.17 - $73.66 $87,823 - $90,896	-1,234 Reduced 1.53%	79,249 $5.82 Million
Q4 2024 Feb 13, 2025	BUY	$71.75 - $75.11 $868,605 - $909,281	12,106 Added 17.7%	80,483 $5.79 Million
Q3 2024 Nov 14, 2024	SELL	$71.45 - $75.64 $249,431 - $264,059	-3,491 Reduced 4.86%	68,377 $5.14 Million
Q2 2024 Aug 19, 2024	BUY	$70.55 - $72.66 $821,060 - $845,617	11,638 Added 19.32%	71,868 $5.18 Million
Q1 2024 May 14, 2024	SELL	$71.76 - $73.66 $795,890 - $816,963	-11,091 Reduced 15.55%	60,230 $4.37 Million
Q4 2023 Feb 28, 2024	SELL	$68.04 - $73.9 $4.6 Million - $4.99 Million	-67,581 Reduced 48.65%	71,321 $5.25 Million
Q3 2023 Nov 22, 2023	SELL	$69.63 - $72.91 $26.9 Million - $28.2 Million	-386,711 Reduced 73.57%	138,902 $9.69 Million
Q1 2023 Jun 05, 2023	BUY	$71.33 - $74.57 $32.8 Million - $34.3 Million	460,357 Added 705.46%	525,613 $38.8 Million
Q4 2022 Jun 12, 2023	SELL	$69.38 - $73.88 $24.5 Million - $26.1 Million	-353,686 Reduced 67.29%	171,927 $12.4 Million
Q3 2022 Dec 02, 2022	BUY	$70.77 - $77.08 $2.73 Million - $2.98 Million	38,640 Added 145.18%	65,256 $4.66 Million
Q2 2022 Aug 11, 2022	SELL	$73.3 - $79.23 $577,897 - $624,649	-7,884 Reduced 22.85%	26,616 $2 Million
Q1 2022 May 20, 2022	BUY	$78.72 - $84.18 $1.6 Million - $1.71 Million	20,281 Added 142.63%	34,500 $2.74 Million
Q4 2021 Feb 17, 2022	BUY	$84.47 - $85.89 $53,553 - $54,454	634 Added 4.67%	14,219 $1.21 Million
Q3 2021 Nov 23, 2021	SELL	$85.45 - $86.85 $273,354 - $277,833	-3,199 Reduced 19.06%	13,585 $1.16 Million
Q3 2021 Nov 16, 2021	SELL	$85.45 - $86.85 $1 Million - $1.02 Million	-11,706 Reduced 41.09%	16,784 $1.16 Million
Q2 2021 Aug 24, 2021	BUY	$84.67 - $85.92 $1.26 Million - $1.28 Million	14,868 Added 109.15%	28,490 $2.45 Million
Q1 2021 May 17, 2021	BUY	$84.36 - $88.07 $554,160 - $578,531	6,569 Added 93.14%	13,622 $1.15 Million
Q4 2020 Feb 18, 2021	SELL	$87.44 - $88.49 $108,338 - $109,639	-1,239 Reduced 14.94%	7,053 $622,000
Q3 2020 Nov 17, 2020	SELL	$88.13 - $89.48 $801,894 - $814,178	-9,099 Reduced 52.32%	8,292 $732,000
Q2 2020 Aug 14, 2020	SELL	$85.6 - $88.34 $1.91 Million - $1.97 Million	-22,280 Reduced 56.16%	17,391 $1.54 Million
Q1 2020 May 18, 2020	SELL	$80.33 - $87.96 $3.7 Million - $4.05 Million	-46,009 Reduced 53.7%	39,671 $3.39 Million
Q4 2019 Feb 14, 2020	SELL	$83.39 - $84.94 $2.83 Million - $2.88 Million	-33,902 Reduced 28.35%	85,680 $7.19 Million
Q3 2019 Nov 18, 2019	BUY	$83.3 - $84.54 $9.96 Million - $10.1 Million	119,582 New	119,582 $10.1 Million
Q1 2018 May 15, 2018	SELL	N/A	-8,059 Closed	0 $0
Q4 2017 Feb 15, 2018	SELL	N/A	-6,860 Reduced 45.98%	8,059 $657,000
Q3 2017 Nov 15, 2017	SELL	N/A	-28,357 Reduced 65.53%	14,919 $1.22 Million
Q2 2017 Aug 17, 2017	BUY	N/A	43,276	43,276 $3.54 Million

Others Institutions Holding BND

# of Institutions

1,774

Shares Held

1.08B

Call Options Held

42.5K

Put Options Held

30.2K

View Full List

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