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

Ep Wealth Advisors, LLC

$12 Billion
Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 25,608 shares of VIOV stock, worth $2.27 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

25,608

Previous 25,608 -0.0%

Holding current value

$2.27 Million

Previous $2.39 Million 10.09%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$82.38 - $93.84 $2.11 Million - $2.4 Million	25,608 New	25,608 $2.37 Million
Q4 2022 Jun 12, 2023	BUY	$73.18 - $169.88 $53,348 - $123,842	729 New	729 $114,000
Q2 2022 Aug 11, 2022	SELL	$74.83 - $89.39 $50,884 - $60,785	-680 Reduced 38.99%	1,064 $164,000
Q1 2022 May 20, 2022	SELL	$83.93 - $92.65 $41,965 - $46,325	-500 Reduced 22.28%	1,744 $309,000
Q3 2021 Nov 23, 2021	BUY	$83.18 - $91.93 $128,845 - $142,399	1,549 Added 222.88%	2,244 $391,000
Q3 2021 Nov 16, 2021	SELL	$83.18 - $91.93 $128,845 - $142,399	-1,549 Reduced 69.03%	695 $391,000
Q4 2020 Feb 18, 2021	SELL	$53.87 - $70.39 $22,840 - $29,845	-424 Reduced 15.89%	2,244 $315,000
Q3 2020 Nov 17, 2020	SELL	$49.41 - $58.2 $97,387 - $114,712	-1,971 Reduced 42.49%	2,668 $283,000
Q2 2020 Aug 14, 2020	SELL	$39.33 - $60.2 $102,611 - $157,061	-2,609 Reduced 36.0%	4,639 $484,000
Q1 2020 May 18, 2020	SELL	$38.21 - $70.04 $142,141 - $260,548	-3,720 Reduced 33.92%	7,248 $627,000
Q4 2019 Feb 14, 2020	BUY	$62.21 - $69.6 $553,295 - $619,022	8,894 Added 428.83%	10,968 $1.53 Million
Q3 2019 Nov 18, 2019	BUY	$64.06 - $66.9 $132,860 - $138,750	2,074 New	2,074 $269,000

Others Institutions Holding VIOV

# of Institutions

197

Shares Held

6.29M

Call Options Held

Put Options Held

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About VANGUARD S&P SMALL CAP 600 VAL

Ticker VIOV
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Ep Wealth Advisors, LLC Vanguard S&P Small Cap 600 Val Transaction History