Ep Wealth Advisors, LLC Vanguard Global Ex U.S. Real Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 28, 2024	BUY	$36.73 - $43.52 $98,326 - $116,503	2,677 New	2,677 $114,000
Q1 2021 May 17, 2021	SELL	$53.06 - $56.29 $125,115 - $132,731	-2,358 Closed	0 $0
Q4 2020 Feb 18, 2021	SELL	$46.58 - $54.89 $678,158 - $799,143	-14,559 Reduced 86.06%	2,358 $128,000
Q3 2020 Nov 17, 2020	SELL	$47.24 - $50.25 $1.85 Million - $1.97 Million	-39,185 Reduced 69.85%	16,917 $822,000
Q2 2020 Aug 14, 2020	SELL	$40.33 - $50.46 $314,332 - $393,285	-7,794 Reduced 12.2%	56,102 $2.62 Million
Q1 2020 May 18, 2020	BUY	$36.77 - $59.64 $416,015 - $674,766	11,314 Added 21.52%	63,896 $2.74 Million
Q4 2019 Feb 14, 2020	BUY	$57.62 - $61.5 $3.03 Million - $3.23 Million	52,582 New	52,582 $3.11 Million

Others Institutions Holding VNQI

# of Institutions

384

Shares Held

57M

Call Options Held

15.8K

Put Options Held

18.4K

Empower Advisory Group, LLC Greenwood Village, CO

15.4M
Shares

$603 Million
2.45% of portfolio
Personal Capital Advisors Corp

11.9M
Shares

$468 Million
2.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.07M
Shares

$238 Million
0.06% of portfolio
Envestnet Asset Management Inc

1.41M
Shares

$55.4 Million
0.02% of portfolio
United Capital Financial Advisers, LLC Newport Beach, CA

1.38M
Shares

$54.3 Million
0.33% of portfolio

About VANGUARD GLOBAL EX- U.S. REAL

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