Ep Wealth Advisors, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 38,150 shares of IVOO stock, worth $4.04 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
38,150
Previous 38,946 2.04%
Holding current value
$4.04 Million
Previous $4.11 Million 8.35%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$96.85 - $111.39 $77,092 - $88,666
-796 Reduced 2.04%
38,150 $3.77 Million
Q4 2024

Feb 13, 2025
BUY
$104.52 - $115.08 $83,197 - $91,603
796 Added 2.09%
38,946 $4.11 Million
Q3 2024

Nov 14, 2024
BUY
$97.05 - $106.1 $3.7 Million - $4.05 Million
38,150 New
38,150 $4.03 Million

Others Institutions Holding IVOO

# of Institutions
303
Shares Held
12.7M
Call Options Held
3K
Put Options Held
100
View Full List

About VANGUARD S&P MID CAP 400 ETF

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