Ep Wealth Advisors, LLC Vanguard Consumer Staples ETF Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,237 shares of VDC stock, worth $703,302. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,237
Previous 3,622 10.63%
Holding current value
$703,302
Previous $792,000 10.61%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Aug 14, 2025
SELL
$204.89 - $224.73 $78,882 - $86,521
-385 Reduced 10.63%
3,237 $708,000
Q1 2025

May 15, 2025
SELL
$206.54 - $226.16 $84,474 - $92,499
-409 Reduced 10.15%
3,622 $792,000
Q4 2024

Feb 13, 2025
SELL
$210.96 - $223.62 $1.16 Million - $1.23 Million
-5,522 Reduced 57.8%
4,031 $852,000
Q3 2024

Nov 14, 2024
BUY
$201.77 - $221.32 $226,385 - $248,321
1,122 Added 13.31%
9,553 $2.09 Million
Q2 2024

Aug 19, 2024
SELL
$194.57 - $209.07 $22,764 - $24,461
-117 Reduced 1.37%
8,431 $1.71 Million
Q1 2024

May 14, 2024
BUY
$189.57 - $204.14 $1.38 Million - $1.49 Million
7,276 Added 572.01%
8,548 $1.74 Million
Q4 2023

Feb 28, 2024
SELL
$175.13 - $191.99 $58,318 - $63,932
-333 Reduced 20.75%
1,272 $242,000
Q3 2023

Nov 22, 2023
SELL
$182.67 - $199.63 $731,410 - $799,318
-4,004 Reduced 71.39%
1,605 $293,000
Q2 2023

Aug 14, 2023
SELL
$189.34 - $200.8 $11.5 Million - $12.2 Million
-60,913 Reduced 91.57%
5,609 $1.09 Million
Q1 2023

Jun 05, 2023
BUY
$184.07 - $195.02 $12.2 Million - $13 Million
66,522 New
66,522 $12.9 Million
Q4 2022

Jun 12, 2023
SELL
$171.56 - $199.59 $11.1 Million - $13 Million
-64,957 Reduced 97.65%
1,565 $299,000
Q2 2022

Aug 11, 2022
BUY
$177.06 - $208.31 $256,028 - $301,216
1,446 New
1,446 $268,000

Others Institutions Holding VDC

# of Institutions
692
Shares Held
16.2M
Call Options Held
10.9K
Put Options Held
1.8K
View Full List

About VANGUARD CONSUMER STAPLES ETF

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