Ep Wealth Advisors, LLC Vanguard S&P Mid Cap 400 Value 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 Value stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 29,600 shares of IVOV stock, worth $2.91 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
29,600
Previous 29,600 -0.0%
Holding current value
$2.91 Million
Previous $2.83 Million 3.68%
% of portfolio
0.02%
Previous 0.02%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$94.54 - $104.98 $8,414 - $9,343
89 Added 0.3%
29,600 $2.83 Million
Q3 2024

Nov 14, 2024
BUY
$86.19 - $95.75 $2.13 Million - $2.37 Million
24,703 Added 513.79%
29,511 $2.83 Million
Q4 2023

Feb 28, 2024
BUY
$71.8 - $88.58 $2,800 - $3,454
39 Added 0.82%
4,808 $419,000
Q3 2023

Nov 22, 2023
BUY
$76.81 - $85.86 $65,826 - $73,582
857 Added 21.91%
4,769 $371,000
Q2 2023

Aug 14, 2023
BUY
$74.86 - $82.32 $92,227 - $101,418
1,232 Added 45.97%
3,912 $322,000
Q1 2023

Jun 05, 2023
BUY
$74.3 - $176.9 $199,124 - $474,092
2,680 New
2,680 $210,000
Q4 2022

Jun 12, 2023
BUY
$70.88 - $164.78 $2,551 - $5,932
36 Added 1.34%
2,716 $416,000
Q1 2022

May 20, 2022
SELL
$78.21 - $85.96 $3,519 - $3,868
-45 Reduced 1.37%
3,228 $541,000
Q4 2021

Feb 17, 2022
SELL
$79.95 - $87.45 $1,599 - $1,749
-20 Reduced 0.61%
3,273 $552,000
Q3 2021

Nov 23, 2021
SELL
$76.58 - $83.26 $2.93 Million - $3.19 Million
-38,283 Reduced 92.08%
3,293 $524,000
Q3 2021

Nov 16, 2021
BUY
$76.58 - $83.26 $2.93 Million - $3.19 Million
38,283 Added 1162.56%
41,576 $524,000
Q2 2021

Aug 24, 2021
SELL
$78.69 - $84.35 $120,002 - $128,633
-1,525 Reduced 31.65%
3,293 $533,000
Q4 2020

Feb 18, 2021
BUY
$53.08 - $67.28 $255,739 - $324,155
4,818 New
4,818 $634,000
Q3 2020

Nov 17, 2020
SELL
$49.42 - $56.38 $0 - $0
0 Closed
0 $0
Q2 2020

Aug 14, 2020
SELL
$38.82 - $58.17 $303,106 - $454,191
-7,808 Closed
0 $546,000
Q1 2020

May 18, 2020
SELL
$35.6 - $65.92 $42,506 - $78,708
-1,194 Reduced 13.26%
7,808 $659,000
Q4 2019

Feb 14, 2020
BUY
$58.9 - $65.58 $530,217 - $590,351
9,002 New
9,002 $1.17 Million

Others Institutions Holding IVOV

# of Institutions
160
Shares Held
4.73M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 VALUE

IVOV Quotes by TradingView
  • Ticker IVOV
  • Sector ETFs
  • Industry ETFs
More about IVOV
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email