Ep Wealth Advisors, LLC Vanguard Financial ETF Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 7,914 shares of VFH stock, worth $1.03 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,914

Previous 7,405 6.87%

Holding current value

$1.03 Million

Previous $884,000 13.91%

% of portfolio

0.01%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$104.87 - $127.3 $53,378 - $64,795	509 Added 6.87%	7,914 $1.01 Million
Q1 2025 May 15, 2025	SELL	$114.07 - $127.34 $13,574 - $15,153	-119 Reduced 1.58%	7,405 $884,000
Q4 2024 Feb 13, 2025	BUY	$108.87 - $126.2 $103,753 - $120,268	953 Added 14.5%	7,524 $888,000
Q3 2024 Nov 14, 2024	BUY	$99.27 - $111.21 $137,488 - $154,025	1,385 Added 26.71%	6,571 $722,000
Q2 2024 Aug 19, 2024	BUY	$95.9 - $103.0 $30,975 - $33,269	323 Added 6.64%	5,186 $517,000
Q1 2024 May 14, 2024	BUY	$90.62 - $102.39 $21,658 - $24,471	239 Added 5.17%	4,863 $497,000
Q4 2023 Feb 28, 2024	SELL	$75.97 - $92.67 $26,741 - $32,619	-352 Reduced 7.07%	4,624 $426,000
Q3 2023 Nov 22, 2023	SELL	$80.32 - $86.71 $349,472 - $377,275	-4,351 Reduced 46.65%	4,976 $399,000
Q2 2023 Aug 14, 2023	SELL	$74.65 - $81.49 $335,701 - $366,460	-4,497 Reduced 32.53%	9,327 $757,000
Q1 2023 Jun 05, 2023	BUY	$74.95 - $90.64 $1.04 Million - $1.25 Million	13,824 New	13,824 $1.08 Million
Q4 2022 Jun 12, 2023	SELL	$74.7 - $88.6 $666,398 - $790,400	-8,921 Reduced 64.53%	4,903 $405,000
Q2 2022 Aug 11, 2022	BUY	$75.42 - $93.29 $69,009 - $85,360	915 Added 20.89%	5,296 $409,000
Q1 2022 May 20, 2022	SELL	$87.26 - $101.75 $31,064 - $36,223	-356 Reduced 7.52%	4,381 $409,000
Q4 2021 Feb 17, 2022	BUY	$92.72 - $100.95 $132,960 - $144,762	1,434 Added 43.42%	4,737 $457,000
Q3 2021 Nov 23, 2021	BUY	$86.32 - $96.09 $79,500 - $88,498	921 Added 38.66%	3,303 $306,000
Q3 2021 Nov 16, 2021	SELL	$86.32 - $96.09 $49,547 - $55,155	-574 Reduced 19.42%	2,382 $306,000
Q2 2021 Aug 24, 2021	SELL	$85.53 - $94.49 $5,901 - $6,519	-69 Reduced 2.28%	2,956 $267,000
Q1 2021 May 17, 2021	BUY	$71.74 - $86.71 $9,469 - $11,445	132 Added 4.56%	3,025 $256,000
Q4 2020 Feb 18, 2021	BUY	$58.32 - $72.85 $168,719 - $210,755	2,893 New	2,893 $211,000
Q1 2019 May 20, 2019	SELL	N/A	-3,514 Closed	0 $0
Q4 2018 Feb 19, 2019	BUY	N/A	1 Added 0.03%	3,514 $209,000
Q3 2018 Nov 15, 2018	BUY	N/A	3,513 New	3,513 $244,000
Q4 2017 Feb 15, 2018	SELL	N/A	-3,113 Closed	0 $0
Q3 2017 Nov 15, 2017	BUY	N/A	3,113	3,113 $203,000

Others Institutions Holding VFH

# of Institutions

802

Shares Held

54.6M

Call Options Held

81.7K

Put Options Held

3.9K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

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Ep Wealth Advisors, LLC Vanguard Financial ETF Transaction History