Ep Wealth Advisors, LLC Vanguard Russell 1000 ETF Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Russell 1000 ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,450 shares of VONE stock, worth $441,104. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,450

Previous 1,450 -0.0%

Holding current value

$441,104

Previous $368,000 10.6%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$250.16 - $278.79 $65,541 - $73,042	262 Added 22.05%	1,450 $368,000
Q4 2024 Feb 13, 2025	SELL	$257.18 - $277.76 $830,691 - $897,164	-3,230 Reduced 73.11%	1,188 $316,000
Q3 2024 Nov 14, 2024	BUY	$234.0 - $260.07 $755,820 - $840,026	3,230 Added 271.89%	4,418 $1.15 Million
Q3 2023 Nov 22, 2023	SELL	$193.6 - $208.54 $9.67 Million - $10.4 Million	-49,946 Reduced 97.68%	1,188 $231,000
Q2 2023 Aug 14, 2023	SELL	$183.47 - $201.56 $69.8 Million - $76.7 Million	-380,298 Reduced 88.15%	51,134 $10.3 Million

Q1 2023 Jun 05, 2023	BUY	$172.89 - $190.82 $74.6 Million - $82.3 Million	431,432 New	431,432 $80.4 Million
Q4 2022 Jun 12, 2023	SELL	$162.86 - $185.74 $70.1 Million - $79.9 Million	-430,142 Reduced 99.7%	1,290 $224,000
Q3 2021 Nov 23, 2021	SELL	$197.94 - $211.28 $622,917 - $664,898	-3,147 Reduced 70.93%	1,290 $258,000
Q3 2021 Nov 16, 2021	BUY	$197.94 - $211.28 $878,259 - $937,449	4,437 New	4,437 $258,000

Others Institutions Holding VONE

# of Institutions

382

Shares Held

11.8M

Call Options Held

1.3K

Put Options Held

View Full List

About VANGUARD RUSSELL 1000 ETF

Ticker VONE
Sector ETFs
Industry ETFs

More about VONE

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Ep Wealth Advisors, LLC Vanguard Russell 1000 ETF Transaction History