Ep Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 132,803 shares of VIG stock, worth $24.2 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
132,803
Previous 131,503 0.99%
Holding current value
$24.2 Million
Previous $24 Million 0.77%
% of portfolio
0.22%
Previous 0.26%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$182.15 - $182.15 $236,795 - $236,795
1,300 Added 0.99%
132,803 $24.2 Million
Q2 2024

Aug 19, 2024
BUY
$173.33 - $185.29 $712,906 - $762,097
4,113 Added 3.23%
131,503 $24 Million
Q1 2024

May 14, 2024
BUY
$168.47 - $182.98 $2.5 Million - $2.72 Million
14,843 Added 13.19%
127,390 $23.3 Million
Q4 2023

Feb 28, 2024
BUY
$150.16 - $171.16 $428,856 - $488,832
2,856 Added 2.6%
112,547 $19.2 Million
Q3 2023

Nov 22, 2023
BUY
$155.38 - $166.95 $14 Million - $15 Million
90,094 Added 459.73%
109,691 $17 Million
Q2 2023

Aug 14, 2023
SELL
$152.74 - $162.43 $850,150 - $904,085
-5,566 Reduced 22.12%
19,597 $3.18 Million
Q1 2023

Jun 05, 2023
SELL
$147.24 - $158.33 $16 Million - $17.3 Million
-108,953 Reduced 81.24%
25,163 $3.88 Million
Q4 2022

Jun 12, 2023
BUY
$144.84 - $158.71 $13.8 Million - $15.1 Million
95,227 Added 378.44%
120,390 $18.3 Million
Q3 2022

Dec 02, 2022
BUY
N/A
1,640 Added 1.24%
134,116 $18.1 Million
Q2 2022

Aug 11, 2022
BUY
N/A
1,596 Added 1.22%
132,476 $19 Million
Q1 2022

May 20, 2022
SELL
N/A
-1,030 Reduced 0.78%
130,880 $21.2 Million
Q4 2021

Feb 17, 2022
SELL
N/A
-4,852 Reduced 3.55%
131,910 $22.7 Million
Q3 2021

Nov 23, 2021
BUY
N/A
133,835 Added 4572.43%
136,762 $21 Million
Q3 2021

Nov 16, 2021
SELL
N/A
-187,729 Reduced 98.46%
2,927 $21 Million
Q2 2021

Aug 24, 2021
SELL
N/A
-1,543 Reduced 0.8%
190,656 $29.5 Million
Q1 2021

May 17, 2021
BUY
N/A
157,003 Added 446.08%
192,199 $28.3 Million
Q4 2020

Feb 18, 2021
BUY
N/A
310 Added 0.89%
35,196 $4.97 Million
Q3 2020

Nov 17, 2020
BUY
N/A
1,839 Added 5.56%
34,886 $4.49 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-2,418 Reduced 6.82%
33,047 $3.87 Million
Q1 2020

May 18, 2020
BUY
N/A
7,826 Added 28.32%
35,465 $3.67 Million
Q4 2019

Feb 14, 2020
SELL
N/A
-712 Reduced 2.51%
27,639 $3.45 Million
Q3 2019

Nov 18, 2019
BUY
N/A
10,068 Added 55.07%
28,351 $3.39 Million
Q2 2019

Aug 27, 2019
BUY
N/A
18,283 New
18,283 $2.11 Million
Q1 2019

May 20, 2019
SELL
N/A
-19,200 Closed
0 $0
Q4 2018

Feb 19, 2019
SELL
N/A
-29 Reduced 0.15%
19,200 $1.88 Million
Q3 2018

Nov 15, 2018
BUY
N/A
2,412 Added 14.34%
19,229 $2.13 Million
Q2 2018

Aug 14, 2018
BUY
N/A
262 Added 1.58%
16,817 $1.71 Million
Q1 2018

May 15, 2018
BUY
N/A
13,403 Added 425.22%
16,555 $1.67 Million
Q4 2017

Feb 15, 2018
BUY
N/A
347 Added 12.37%
3,152 $322,000
Q3 2017

Nov 15, 2017
SELL
N/A
-1,612 Reduced 36.5%
2,805 $266,000
Q2 2017

Aug 17, 2017
BUY
N/A
4,417
4,417 $409,000

Others Institutions Holding VIG

# of Institutions
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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