Ep Wealth Advisors, LLC Vanguard Industrial ETF Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,206 shares of VIS stock, worth $335,340. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,206
Previous 999 20.72%
Holding current value
$335,340
Previous $234,000 33.76%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024
BUY
$232.12 - $260.07 $48,048 - $53,834
207 Added 20.72%
1,206 $313,000
Q2 2024

Aug 19, 2024
BUY
$232.2 - $244.04 $5,572 - $5,856
24 Added 2.46%
999 $234,000
Q1 2024

May 14, 2024
BUY
$212.18 - $244.15 $206,875 - $238,046
975 New
975 $238,000
Q3 2019

Nov 18, 2019
SELL
$145.65 - $149.32 $328,732 - $337,015
-2,257 Closed
0 $0
Q2 2019

Aug 27, 2019
BUY
N/A
2,257 New
2,257 $329,000

Others Institutions Holding VIS

# of Institutions
493
Shares Held
12.6M
Call Options Held
2.4K
Put Options Held
0
View Full List

About VANGUARD INDUSTRIAL ETF

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