Ep Wealth Advisors, LLC Vanguard Russell 1000 ETF Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 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 4,418 shares of VONE stock, worth $1.21 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,418

Previous 1,188 271.89%

Holding current value

$1.21 Million

Previous $292,000 293.15%

% of portfolio

0.01%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

306

Shares Held

9.79M

Call Options Held

Put Options Held

View Full List

About VANGUARD RUSSELL 1000 ETF

Ticker VONE
Sector ETFs
Industry ETFs

More about VONE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Account

Ep Wealth Advisors, LLC Vanguard Russell 1000 ETF Transaction History