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

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 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 $2.41 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
25,608
Previous 25,608 -0.0%
Holding current value
$2.41 Million
Previous $2.15 Million 2.0%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
207
Shares Held
6.63M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P SMALL CAP 600 VAL

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