Ep Wealth Advisors, LLC Vanguard Consumer Discretionar Transaction History

Ep Wealth Advisors, LLC

$12 Billion
Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,787 shares of VCR stock, worth $991,726. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,787

Previous 4,129 32.5%

Holding current value

$991,726

Previous $1.55 Million 41.45%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$318.51 - $391.75 $427,440 - $525,728	-1,342 Reduced 32.5%	2,787 $907,000
Q4 2024 Feb 13, 2025	BUY	$328.51 - $401.37 $58,146 - $71,042	177 Added 4.48%	4,129 $1.55 Million
Q3 2024 Nov 14, 2024	BUY	$291.88 - $341.94 $324,278 - $379,895	1,111 Added 39.11%	3,952 $1.35 Million
Q2 2024 Aug 19, 2024	SELL	$292.03 - $315.87 $5.55 Million - $6.01 Million	-19,021 Reduced 87.0%	2,841 $887,000
Q1 2024 May 14, 2024	BUY	$292.25 - $318.12 $5.5 Million - $5.98 Million	18,810 Added 616.32%	21,862 $6.95 Million
Q4 2023 Feb 28, 2024	BUY	$247.89 - $308.23 $70,400 - $87,537	284 Added 10.26%	3,052 $929,000
Q3 2023 Nov 22, 2023	SELL	$265.85 - $296.58 $7.79 Million - $8.7 Million	-29,319 Reduced 91.37%	2,768 $745,000
Q2 2023 Aug 14, 2023	SELL	$243.5 - $283.2 $1.98 Million - $2.3 Million	-8,139 Reduced 20.23%	32,087 $9.09 Million
Q1 2023 Jun 05, 2023	BUY	$217.79 - $265.16 $8.76 Million - $10.7 Million	40,226 New	40,226 $10.2 Million
Q4 2022 Jun 12, 2023	SELL	$213.95 - $246.49 $8.42 Million - $9.71 Million	-39,378 Reduced 97.89%	848 $185,000
Q2 2022 Aug 11, 2022	BUY	$222.74 - $312.09 $293,794 - $411,646	1,319 New	1,319 $300,000

Others Institutions Holding VCR

# of Institutions

553

Shares Held

7.82M

Call Options Held

25.4K

Put Options Held

13.9K

View Full List

About VANGUARD CONSUMER DISCRETIONAR

Ticker VCR
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Ep Wealth Advisors, LLC Vanguard Consumer Discretionar Transaction History