Ep Wealth Advisors, LLC Vanguard S&P Small Cap 600 ETF Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 36,768 shares of VIOO stock, worth $3.58 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
36,768
Previous 36,725 0.12%
Holding current value
$3.58 Million
Previous $3.97 Million 1.86%
% of portfolio
0.03%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$105.45 - $117.99 $4,534 - $5,073
43 Added 0.12%
36,768 $3.9 Million
Q3 2024

Nov 14, 2024
BUY
$97.19 - $109.09 $3.42 Million - $3.84 Million
35,193 Added 2297.19%
36,725 $3.97 Million
Q3 2023

Nov 22, 2023
BUY
$86.02 - $96.92 $131,782 - $148,481
1,532 New
1,532 $133,000

Others Institutions Holding VIOO

# of Institutions
364
Shares Held
14.6M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P SMALL CAP 600 ETF

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