Ep Wealth Advisors, LLC Vanguard Sht Term Corp Bd ETF Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Sht Term Corp Bd ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 33,141 shares of VCSH stock, worth $2.64 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
33,141
Previous 27,148 22.08%
Holding current value
$2.64 Million
Previous $2.14 Million 22.91%
% of portfolio
0.02%
Previous 0.02%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$77.94 - $79.5 $467,094 - $476,443
5,993 Added 22.08%
33,141 $2.63 Million
Q1 2025

May 15, 2025
SELL
$77.7 - $78.94 $629,836 - $639,887
-8,106 Reduced 22.99%
27,148 $2.14 Million
Q4 2024

Feb 13, 2025
SELL
$77.86 - $79.27 $11,834 - $12,049
-152 Reduced 0.43%
35,254 $2.75 Million
Q3 2024

Nov 14, 2024
SELL
$76.94 - $79.54 $748,318 - $773,606
-9,726 Reduced 21.55%
35,406 $2.81 Million
Q2 2024

Aug 19, 2024
BUY
$76.35 - $77.35 $163,770 - $165,915
2,145 Added 4.99%
45,132 $3.49 Million
Q1 2024

May 14, 2024
SELL
$76.87 - $77.64 $4.66 Million - $4.7 Million
-60,598 Reduced 58.5%
42,987 $3.32 Million
Q4 2023

Feb 28, 2024
BUY
$74.49 - $77.37 $4.58 Million - $4.76 Million
61,506 Added 146.17%
103,585 $8.01 Million
Q3 2023

Nov 22, 2023
SELL
$74.99 - $75.99 $21.7 Million - $22 Million
-289,170 Reduced 87.3%
42,079 $3.16 Million
Q2 2023

Aug 14, 2023
BUY
$75.46 - $76.54 $24.8 Million - $25.1 Million
328,569 Added 12260.04%
331,249 $25.1 Million
Q1 2023

Jun 05, 2023
SELL
$74.76 - $76.57 $6.66 Million - $6.82 Million
-89,021 Reduced 97.08%
2,680 $204,000
Q4 2022

Jun 12, 2023
BUY
$73.35 - $75.8 $25.2 Million - $26 Million
342,884 Added 12794.18%
345,564 $26 Million
Q3 2022

Dec 02, 2022
SELL
$74.01 - $77.39 $9.44 Million - $9.87 Million
-127,540 Reduced 58.17%
91,701 $6.81 Million
Q2 2022

Aug 11, 2022
BUY
$75.21 - $77.95 $8.02 Million - $8.31 Million
106,585 Added 94.61%
219,241 $16.7 Million
Q1 2022

May 20, 2022
BUY
$77.77 - $81.19 $4.19 Million - $4.38 Million
53,920 Added 91.8%
112,656 $8.8 Million
Q4 2021

Feb 17, 2022
BUY
$81.21 - $82.44 $4.77 Million - $4.84 Million
58,736 New
58,736 $4.77 Million
Q3 2021

Nov 16, 2021
SELL
$82.36 - $82.87 $5.38 Million - $5.41 Million
-65,268 Closed
0 $0
Q2 2021

Aug 24, 2021
SELL
$82.34 - $82.89 $870,663 - $876,478
-10,574 Reduced 13.94%
65,268 $5.4 Million
Q1 2021

May 17, 2021
SELL
$82.19 - $83.24 $8.96 Million - $9.07 Million
-108,963 Reduced 58.96%
75,842 $6.26 Million
Q4 2020

Feb 18, 2021
BUY
$82.66 - $83.25 $13.8 Million - $13.9 Million
167,544 Added 970.65%
184,805 $15.4 Million
Q3 2020

Nov 17, 2020
SELL
$82.55 - $83.1 $64,306 - $64,734
-779 Reduced 4.32%
17,261 $1.43 Million
Q2 2020

Aug 14, 2020
BUY
$78.35 - $82.66 $42,230 - $44,553
539 Added 3.08%
18,040 $1.49 Million
Q1 2020

May 18, 2020
BUY
$71.75 - $82.34 $327,036 - $375,305
4,558 Added 35.22%
17,501 $1.38 Million
Q4 2019

Feb 14, 2020
BUY
$80.76 - $81.3 $11,467 - $11,544
142 Added 1.11%
12,943 $1.05 Million
Q3 2019

Nov 18, 2019
BUY
$80.53 - $81.05 $299,491 - $301,424
3,719 Added 40.95%
12,801 $1.04 Million
Q2 2019

Aug 27, 2019
BUY
N/A
9,082 New
9,082 $733,000
Q1 2019

May 20, 2019
SELL
N/A
-8,030 Closed
0 $0
Q4 2018

Feb 19, 2019
SELL
N/A
-2,081 Reduced 20.58%
8,030 $626,000
Q3 2018

Nov 15, 2018
BUY
N/A
235 Added 2.38%
10,111 $790,000
Q2 2018

Aug 14, 2018
BUY
N/A
9,876 New
9,876 $771,000
Q1 2018

May 15, 2018
SELL
N/A
-3,915 Closed
0 $0
Q4 2017

Feb 15, 2018
BUY
N/A
715 Added 22.34%
3,915 $310,000
Q3 2017

Nov 15, 2017
SELL
N/A
-876 Reduced 21.49%
3,200 $256,000
Q2 2017

Aug 17, 2017
BUY
N/A
4,076
4,076 $326,000

Others Institutions Holding VCSH

# of Institutions
1,523
Shares Held
318M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD SHT-TERM CORP BD ETF

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