Ep Wealth Advisors, LLC Vanguard Health Care ETF Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 23,597 shares of VHT stock, worth $6.2 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

23,597

Previous 25,750 8.36%

Holding current value

$6.2 Million

Previous $7.27 Million 17.62%

% of portfolio

0.05%

Previous 0.06%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$250.81 - $283.3 $539,993 - $609,944	-2,153 Reduced 8.36%	23,597 $5.99 Million
Q3 2024 Nov 14, 2024	BUY	$261.88 - $288.1 $39,282 - $43,215	150 Added 0.59%	25,750 $7.27 Million
Q2 2024 Aug 19, 2024	BUY	$252.83 - $269.37 $2,275 - $2,424	9 Added 0.04%	25,600 $6.81 Million
Q1 2024 May 14, 2024	BUY	$253.63 - $270.54 $461,352 - $492,112	1,819 Added 7.65%	25,591 $6.92 Million
Q4 2023 Feb 28, 2024	BUY	$223.1 - $251.09 $9,593 - $10,796	43 Added 0.18%	23,772 $5.96 Million
Q3 2023 Nov 22, 2023	SELL	$235.1 - $250.77 $742 Million - $791 Million	-3,155,424 Reduced 99.25%	23,729 $5.58 Million
Q2 2023 Aug 14, 2023	BUY	$234.11 - $249.3 $735 Million - $782 Million	3,138,619 Added 7743.18%	3,179,153 $778 Million
Q1 2023 Jun 05, 2023	BUY	$228.23 - $249.0 $4.81 Million - $5.25 Million	21,077 Added 108.33%	40,534 $9.67 Million
Q4 2022 Jun 12, 2023	SELL	$224.15 - $255.96 $3.5 Million - $4 Million	-15,618 Reduced 38.53%	24,916 $6.18 Million
Q3 2022 Dec 02, 2022	SELL	$223.7 - $250.44 $91,269 - $102,179	-408 Reduced 2.05%	19,457 $4.35 Million
Q2 2022 Aug 11, 2022	BUY	$219.51 - $264.47 $63,218 - $76,167	288 Added 1.47%	19,865 $4.68 Million
Q1 2022 May 20, 2022	SELL	$235.27 - $264.71 $255,267 - $287,210	-1,085 Reduced 5.25%	19,577 $4.98 Million
Q4 2021 Feb 17, 2022	BUY	$243.71 - $267.51 $143,301 - $157,295	588 Added 2.93%	20,662 $5.51 Million
Q3 2021 Nov 23, 2021	BUY	$247.16 - $265.84 $573,658 - $617,014	2,321 Added 13.07%	20,074 $4.96 Million
Q3 2021 Nov 16, 2021	SELL	$247.16 - $265.84 $649,783 - $698,893	-2,629 Reduced 12.9%	17,753 $4.96 Million
Q2 2021 Aug 24, 2021	SELL	$227.95 - $247.57 $5,242 - $5,694	-23 Reduced 0.11%	20,382 $5.04 Million
Q1 2021 May 17, 2021	BUY	$218.21 - $236.79 $4.45 Million - $4.83 Million	20,405 New	20,405 $4.67 Million

Others Institutions Holding VHT

# of Institutions

1,143

Shares Held

24.4M

Call Options Held

37.3K

Put Options Held

11.1K

View Full List

About VANGUARD HEALTH CARE ETF

Ticker VHT
Sector ETFs
Industry ETFs

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Ep Wealth Advisors, LLC Vanguard Health Care ETF Transaction History