Ep Wealth Advisors, LLC Vanguard Mega Cap ETF Transaction History

Ep Wealth Advisors, LLC

$12 Billion
Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Mega Cap ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,011 shares of MGC stock, worth $233,227. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,011

Previous 1,011 -0.0%

Holding current value

$233,227

Previous $214,000 5.14%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$204.21 - $220.18 $4,901 - $5,284	-24 Reduced 2.32%	1,011 $214,000
Q3 2024 Nov 14, 2024	SELL	$185.93 - $206.64 $6,507 - $7,232	-35 Reduced 3.27%	1,035 $213,000
Q2 2024 Aug 19, 2024	SELL	$177.06 - $198.62 $154,750 - $173,593	-874 Reduced 44.96%	1,070 $211,000
Q1 2024 May 14, 2024	BUY	$166.37 - $187.03 $119,120 - $133,913	716 Added 58.31%	1,944 $363,000
Q4 2023 Feb 28, 2024	SELL	$146.46 - $169.92 $68,689 - $79,692	-469 Reduced 27.64%	1,228 $207,000
Q3 2023 Nov 22, 2023	SELL	$151.3 - $161.8 $89.5 Million - $95.7 Million	-591,214 Reduced 99.71%	1,697 $257,000
Q2 2023 Aug 14, 2023	BUY	$141.8 - $156.5 $54.2 Million - $59.8 Million	382,074 Added 181.22%	592,911 $92.8 Million
Q1 2023 Jun 05, 2023	BUY	$131.13 - $144.18 $27.6 Million - $30.4 Million	210,837 New	210,837 $30.2 Million

Others Institutions Holding MGC

# of Institutions

516

Shares Held

16.4M

Call Options Held

13.2K

Put Options Held

100

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About VANGUARD MEGA CAP ETF

Ticker MGC
Sector ETFs
Industry ETFs

More about MGC

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Ep Wealth Advisors, LLC Vanguard Mega Cap ETF Transaction History