Ep Wealth Advisors, LLC Vanguard Russell 1000 ETF Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 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 $391,862. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,450
Previous 1,188 22.05%
Holding current value
$391,862
Previous $316,000 16.46%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
346
Shares Held
11M
Call Options Held
1.6K
Put Options Held
600
View Full List

About VANGUARD RUSSELL 1000 ETF

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