Ep Wealth Advisors, LLC Vanguard Intermediate Term Tre Transaction History

Ep Wealth Advisors, LLC

$12 Billion
Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 17,924 shares of VGIT stock, worth $1.06 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

17,924

Previous 23,442 23.54%

Holding current value

$1.06 Million

Previous $1.36 Million 21.71%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$57.44 - $59.4 $316,953 - $327,769	-5,518 Reduced 23.54%	17,924 $1.06 Million
Q4 2024 Feb 13, 2025	SELL	$57.78 - $60.4 $542,207 - $566,793	-9,384 Reduced 28.59%	23,442 $1.36 Million
Q3 2024 Nov 14, 2024	SELL	$57.8 - $60.8 $294,837 - $310,140	-5,101 Reduced 13.45%	32,826 $1.98 Million
Q2 2024 Aug 19, 2024	BUY	$57.14 - $58.53 $2.02 Million - $2.07 Million	35,322 Added 1355.93%	37,927 $2.21 Million
Q1 2024 May 14, 2024	SELL	$58.07 - $59.52 $147,904 - $151,597	-2,547 Reduced 49.44%	2,605 $152,000
Q4 2023 Feb 28, 2024	BUY	$56.15 - $59.51 $289,284 - $306,595	5,152 New	5,152 $305,000
Q1 2023 Jun 05, 2023	SELL	$57.72 - $60.39 $305,165 - $319,281	-5,287 Reduced 9.87%	48,297 $2.9 Million
Q4 2022 Jun 12, 2023	BUY	$57.14 - $59.67 $325,240 - $339,641	5,692 Added 11.79%	53,989 $3.16 Million
Q3 2022 Dec 02, 2022	BUY	$57.73 - $62.32 $30,365 - $32,780	526 Added 0.99%	53,584 $3.13 Million
Q2 2022 Aug 11, 2022	SELL	$59.34 - $62.5 $97,732 - $102,937	-1,647 Reduced 3.01%	53,058 $3.25 Million
Q1 2022 May 20, 2022	SELL	$62.43 - $66.15 $365,839 - $387,639	-5,860 Reduced 9.68%	54,705 $3.44 Million
Q4 2021 Feb 17, 2022	SELL	$66.4 - $67.68 $1.06 Million - $1.08 Million	-16,021 Reduced 20.92%	60,565 $4.03 Million
Q3 2021 Nov 23, 2021	BUY	$67.44 - $68.68 $5.03 Million - $5.13 Million	74,629 Added 3813.44%	76,586 $5.17 Million
Q3 2021 Nov 16, 2021	SELL	$67.44 - $68.68 $7.86 Million - $8 Million	-116,529 Reduced 98.35%	1,957 $5.17 Million
Q2 2021 Aug 24, 2021	SELL	$67.21 - $68.13 $5.12 Million - $5.19 Million	-76,200 Reduced 39.14%	118,486 $8.04 Million
Q1 2021 May 17, 2021	SELL	$67.23 - $69.45 $4.95 Million - $5.11 Million	-73,608 Reduced 27.44%	194,686 $13.1 Million
Q4 2020 Feb 18, 2021	BUY	$69.32 - $70.41 $18.6 Million - $18.9 Million	268,294 New	268,294 $18.6 Million

Others Institutions Holding VGIT

# of Institutions

878

Shares Held

399M

Call Options Held

8.8K

Put Options Held

13.9K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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Ep Wealth Advisors, LLC Vanguard Intermediate Term Tre Transaction History