Ep Wealth Advisors, LLC Vanguard Mega Cap Value Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 15,798 shares of MGV stock, worth $1.87 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,798
Previous 16,054 1.59%
Holding current value
$1.87 Million
Previous $1.76 Million 7.58%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 14, 2024
SELL
$108.33 - $119.51 $27,732 - $30,594
-256 Reduced 1.59%
15,798 $1.89 Million
Q4 2023

Feb 28, 2024
SELL
$97.07 - $109.74 $121,628 - $137,504
-1,253 Reduced 7.24%
16,054 $1.76 Million
Q3 2023

Nov 22, 2023
BUY
$101.4 - $107.46 $622,291 - $659,482
6,137 Added 54.94%
17,307 $1.75 Million
Q2 2023

Aug 14, 2023
BUY
$98.78 - $104.28 $890,995 - $940,605
9,020 Added 419.53%
11,170 $1.16 Million
Q1 2023

Jun 05, 2023
SELL
$97.0 - $105.37 $1.99 Million - $2.16 Million
-20,537 Reduced 90.52%
2,150 $217,000
Q4 2022

Jun 12, 2023
BUY
$98.95 - $106.81 $1.78 Million - $1.92 Million
17,971 Added 835.86%
20,121 $2.07 Million
Q3 2022

Dec 02, 2022
SELL
N/A
-300 Reduced 1.31%
22,687 $2.04 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-687 Reduced 2.9%
22,987 $2.21 Million
Q1 2022

May 20, 2022
SELL
N/A
-422 Reduced 1.75%
23,674 $2.54 Million
Q4 2021

Feb 17, 2022
SELL
N/A
-2,641 Reduced 9.88%
24,096 $2.57 Million
Q3 2021

Nov 23, 2021
BUY
N/A
18,695 Added 232.47%
26,737 $2.62 Million
Q3 2021

Nov 16, 2021
SELL
N/A
-51,098 Reduced 86.4%
8,042 $2.62 Million
Q2 2021

Aug 24, 2021
SELL
N/A
-10,121 Reduced 14.61%
59,140 $5.89 Million
Q1 2021

May 17, 2021
BUY
N/A
65,679 Added 1833.58%
69,261 $6.59 Million
Q4 2020

Feb 18, 2021
BUY
N/A
3,582 New
3,582 $311,000

Others Institutions Holding MGV

# of Institutions
389
Shares Held
44.4M
Call Options Held
55.5K
Put Options Held
200
View Full List

About VANGUARD MEGA CAP VALUE

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