Ep Wealth Advisors, LLC Vanguard Russell 1000 ETF Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

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 1,188 shares of VONE stock, worth $297,629. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,188
Previous 1,188 -0.0%
Holding current value
$297,629
Previous $257,000 10.12%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$168.88 - $185.74 $72.6 Million - $79.9 Million
-430,142 Reduced 99.7%
1,290 $224,000
Q3 2021

Nov 23, 2021
SELL
N/A
-3,147 Reduced 70.93%
1,290 $258,000
Q3 2021

Nov 16, 2021
BUY
N/A
4,437 New
4,437 $258,000

Others Institutions Holding VONE

# of Institutions
286
Shares Held
10.3M
Call Options Held
0
Put Options Held
0
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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