Ep Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 29,222 shares of VO stock, worth $7.8 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

29,222

Previous 28,790 1.5%

Holding current value

$7.8 Million

Previous $7.6 Million 1.62%

% of portfolio

0.07%

Previous 0.07%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$261.5 - $284.63 $112,968 - $122,960	432 Added 1.5%	29,222 $7.72 Million
Q3 2024 Nov 14, 2024	BUY	$237.84 - $263.83 $636,459 - $706,009	2,676 Added 10.25%	28,790 $7.6 Million
Q2 2024 Aug 19, 2024	SELL	$234.99 - $248.98 $1.28 Million - $1.36 Million	-5,443 Reduced 17.25%	26,114 $6.32 Million
Q1 2024 May 14, 2024	BUY	$225.86 - $249.86 $2.52 Million - $2.78 Million	11,143 Added 54.59%	31,557 $7.88 Million
Q4 2023 Feb 28, 2024	SELL	$195.66 - $233.95 $25,240 - $30,179	-129 Reduced 0.63%	20,414 $4.75 Million
Q3 2023 Nov 22, 2023	SELL	$206.6 - $228.23 $15.6 Million - $17.2 Million	-75,364 Reduced 78.58%	20,543 $4.28 Million
Q2 2023 Aug 14, 2023	BUY	$203.43 - $220.16 $12.4 Million - $13.4 Million	60,980 Added 174.59%	95,907 $21.1 Million
Q1 2023 Jun 05, 2023	BUY	$200.2 - $225.98 $3.97 Million - $4.48 Million	19,810 Added 131.04%	34,927 $7.37 Million
Q4 2022 Jun 12, 2023	SELL	$186.57 - $217.26 $3.74 Million - $4.35 Million	-20,036 Reduced 57.37%	14,891 $3.03 Million
Q3 2022 Dec 02, 2022	BUY	$187.98 - $227.42 $974,676 - $1.18 Million	5,185 Added 52.2%	15,117 $2.84 Million
Q2 2022 Aug 11, 2022	SELL	$190.36 - $240.41 $177,034 - $223,581	-930 Reduced 8.56%	9,932 $1.96 Million
Q1 2022 May 20, 2022	BUY	$219.86 - $253.39 $31,439 - $36,234	143 Added 1.33%	10,862 $2.58 Million
Q4 2021 Feb 17, 2022	BUY	$236.98 - $261.2 $471,353 - $519,526	1,989 Added 22.78%	10,719 $2.73 Million
Q3 2021 Nov 23, 2021	BUY	$229.88 - $249.8 $1.67 Million - $1.82 Million	7,270 Added 497.95%	8,730 $2.07 Million
Q3 2021 Nov 16, 2021	SELL	$229.88 - $249.8 $1.64 Million - $1.78 Million	-7,113 Reduced 82.97%	1,460 $2.07 Million
Q2 2021 Aug 24, 2021	BUY	$223.23 - $238.25 $1.04 Million - $1.11 Million	4,644 Added 118.2%	8,573 $2.04 Million
Q1 2021 May 17, 2021	BUY	$203.74 - $225.89 $347,784 - $385,594	1,707 Added 76.82%	3,929 $870,000
Q4 2020 Feb 18, 2021	BUY	$176.14 - $208.21 $36,108 - $42,683	205 Added 10.16%	2,222 $459,000
Q3 2020 Nov 17, 2020	SELL	$164.39 - $185.0 $78,085 - $87,875	-475 Reduced 19.06%	2,017 $356,000
Q2 2020 Aug 14, 2020	SELL	$124.34 - $175.42 $242,463 - $342,069	-1,950 Reduced 43.9%	2,492 $408,000
Q1 2020 May 18, 2020	BUY	$112.37 - $186.27 $98,323 - $162,986	875 Added 24.53%	4,442 $585,000
Q4 2019 Feb 14, 2020	SELL	$162.13 - $178.73 $29,345 - $32,350	-181 Reduced 4.83%	3,567 $636,000
Q3 2019 Nov 18, 2019	BUY	$166.82 - $169.81 $31,862 - $32,433	191 Added 5.37%	3,748 $628,000
Q2 2019 Aug 27, 2019	BUY	N/A	3,557 New	3,557 $595,000
Q1 2019 May 20, 2019	SELL	N/A	-2,539 Closed	0 $0
Q4 2018 Feb 19, 2019	BUY	N/A	537 Added 26.82%	2,539 $351,000
Q1 2018 May 15, 2018	SELL	N/A	-347 Reduced 14.77%	2,002 $309,000
Q4 2017 Feb 15, 2018	SELL	N/A	-135 Reduced 5.43%	2,349 $364,000
Q3 2017 Nov 15, 2017	BUY	N/A	590 Added 31.15%	2,484 $365,000
Q2 2017 Aug 17, 2017	BUY	N/A	1,894	1,894 $270,000

Others Institutions Holding VO

# of Institutions

2,291

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

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About VANGUARD MID-CAP ETF

Ticker VO
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Ep Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History