Ep Wealth Advisors, LLC Vanguard Financial ETF Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

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 6,571 shares of VFH stock, worth $787,600. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,571
Previous 5,186 26.71%
Holding current value
$787,600
Previous $517,000 39.65%
% of portfolio
0.01%
Previous 0.01%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
688
Shares Held
52.3M
Call Options Held
45K
Put Options Held
10.5K
View Full List

About VANGUARD FINANCIAL ETF

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