Ep Wealth Advisors, LLC Vanguard Wellington Fd U S Val Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 44,308 shares of VFVA stock, worth $5.29 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
44,308
Previous 46,169
4.03%
Holding current value
$5.29 Million
Previous $5.51 Million
9.08%
% of portfolio
0.05%
Previous 0.07%
Shares
10 transactions
Others Institutions Holding VFVA
# of Institutions
90Shares Held
2.55MCall Options Held
0Put Options Held
0-
Adviser Investments LLC597KShares$71.3 Million0.9% of portfolio
-
Armbruster Capital Management, Inc.427KShares$51 Million10.03% of portfolio
-
Anderson Hoagland & CO264KShares$31.5 Million3.22% of portfolio
-
Symmetry Partners, LLC177KShares$21.1 Million1.03% of portfolio
-
Sterling Manor Financial, LLC115KShares$13.7 Million10.22% of portfolio