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

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 21,977 shares of BSV stock, worth $1.69 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
21,977
Previous 25,192 12.76%
Holding current value
$1.69 Million
Previous $1.94 Million 13.2%
% of portfolio
0.02%
Previous 0.02%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$76.34 - $77.25 $245,433 - $248,358
-3,215 Reduced 12.76%
21,977 $1.68 Million
Q4 2023

Feb 28, 2024
BUY
$74.64 - $77.03 $1.27 Million - $1.31 Million
16,978 Added 206.7%
25,192 $1.94 Million
Q3 2023

Nov 22, 2023
SELL
$74.97 - $75.93 $729,757 - $739,102
-9,734 Reduced 54.23%
8,214 $617,000
Q1 2023

Jun 05, 2023
BUY
$74.67 - $76.76 $112,378 - $115,523
1,505 Added 9.15%
17,948 $1.37 Million
Q4 2022

Jun 12, 2023
SELL
$74.24 - $75.87 $130,588 - $133,455
-1,759 Reduced 9.8%
16,189 $1.22 Million
Q3 2022

Dec 02, 2022
BUY
N/A
2,803 Added 20.55%
16,443 $1.23 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-4,284 Reduced 23.9%
13,640 $1.05 Million
Q1 2022

May 20, 2022
SELL
N/A
-3,202 Reduced 15.16%
17,924 $1.4 Million
Q4 2021

Feb 17, 2022
BUY
N/A
2,735 Added 14.87%
21,126 $1.71 Million
Q3 2021

Nov 23, 2021
BUY
N/A
15,878 Added 631.83%
18,391 $1.51 Million
Q3 2021

Nov 16, 2021
SELL
N/A
-18,429 Reduced 88.0%
2,513 $1.51 Million
Q2 2021

Aug 24, 2021
BUY
N/A
11,662 Added 125.67%
20,942 $1.72 Million
Q1 2021

May 17, 2021
BUY
N/A
644 Added 7.46%
9,280 $763,000
Q4 2020

Feb 18, 2021
BUY
N/A
420 Added 5.11%
8,636 $716,000
Q3 2020

Nov 17, 2020
SELL
N/A
-4,223 Reduced 33.95%
8,216 $682,000
Q2 2020

Aug 14, 2020
BUY
N/A
1,233 Added 11.0%
12,439 $1.03 Million
Q1 2020

May 18, 2020
BUY
N/A
11,206 New
11,206 $921,000
Q2 2019

Aug 27, 2019
SELL
N/A
-7,815 Closed
0 $0
Q1 2019

May 20, 2019
SELL
N/A
-50,460 Reduced 86.59%
7,815 $622,000
Q4 2018

Feb 19, 2019
SELL
N/A
-123,396 Reduced 67.92%
58,275 $4.58 Million
Q3 2018

Nov 15, 2018
BUY
N/A
181,671 New
181,671 $14.2 Million

Others Institutions Holding BSV

# of Institutions
1,230
Shares Held
353M
Call Options Held
8.1K
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC SHORT

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