Ep Wealth Advisors, LLC Vanguard Intermediate Term Cor Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 19,607 shares of VCIT stock, worth $1.6 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

19,607

Previous 17,073 14.84%

Holding current value

$1.6 Million

Previous $1.36 Million 20.38%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$79.29 - $84.02 $200,920 - $212,906	2,534 Added 14.84%	19,607 $1.64 Million
Q2 2024 Aug 19, 2024	SELL	$77.99 - $80.49 $382,384 - $394,642	-4,903 Reduced 22.31%	17,073 $1.36 Million
Q1 2024 May 14, 2024	SELL	$79.39 - $81.28 $72,959 - $74,696	-919 Reduced 4.01%	21,976 $1.77 Million
Q4 2023 Feb 28, 2024	BUY	$73.81 - $81.64 $1.42 Million - $1.57 Million	19,288 Added 534.74%	22,895 $1.86 Million
Q3 2023 Nov 22, 2023	BUY	$75.83 - $79.4 $175,698 - $183,969	2,317 Added 179.61%	3,607 $274,000
Q2 2023 Aug 14, 2023	SELL	$78.33 - $80.78 $6.33 Million - $6.53 Million	-80,856 Reduced 98.43%	1,290 $101,000
Q1 2023 Jun 05, 2023	BUY	$77.23 - $81.35 $2.89 Million - $3.04 Million	37,405 Added 83.6%	82,146 $6.59 Million
Q4 2022 Jun 12, 2023	SELL	$73.66 - $79.75 $3.24 Million - $3.51 Million	-43,975 Reduced 53.53%	38,171 $2.96 Million
Q3 2022 Dec 02, 2022	BUY	$74.85 - $82.96 $777,541 - $861,788	10,388 Added 30.24%	44,741 $3.39 Million
Q2 2022 Aug 11, 2022	BUY	$78.1 - $85.93 $11,480 - $12,631	147 Added 0.43%	34,353 $2.75 Million
Q1 2022 May 20, 2022	SELL	$85.05 - $92.24 $104,866 - $113,731	-1,233 Reduced 3.48%	34,206 $2.94 Million
Q4 2021 Feb 17, 2022	BUY	$92.55 - $94.67 $3.28 Million - $3.36 Million	35,439 New	35,439 $3.29 Million
Q3 2021 Nov 16, 2021	SELL	$94.41 - $96.13 $3.23 Million - $3.29 Million	-34,181 Closed	0 $0
Q2 2021 Aug 24, 2021	BUY	$92.83 - $95.07 $1.65 Million - $1.69 Million	17,790 Added 108.54%	34,181 $3.25 Million
Q1 2021 May 17, 2021	BUY	$92.62 - $97.02 $366,219 - $383,617	3,954 Added 31.79%	16,391 $1.53 Million
Q4 2020 Feb 18, 2021	BUY	$95.37 - $97.17 $1.19 Million - $1.21 Million	12,437 New	12,437 $1.21 Million

Others Institutions Holding VCIT

# of Institutions

1,172

Shares Held

485M

Call Options Held

37.7K

Put Options Held

125K

View Full List

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
Sector ETFs
Industry ETFs

More about VCIT

Track This Portfolio

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.

Account

Ep Wealth Advisors, LLC Vanguard Intermediate Term Cor Transaction History