Ep Wealth Advisors, LLC Vanguard Russell 1000 Growth E Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,192 shares of VONG stock, worth $234,828. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,192
Previous 2,758 20.52%
Holding current value
$234,828
Previous $266,000 15.04%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$95.27 - $107.82 $53,922 - $61,026
-566 Reduced 20.52%
2,192 $226,000
Q3 2024

Nov 14, 2024
BUY
$85.48 - $98.39 $235,753 - $271,359
2,758 New
2,758 $266,000
Q4 2023

Feb 28, 2024
BUY
$66.09 - $78.32 $59,745 - $70,801
904 Added 55.26%
2,540 $198,000
Q3 2023

Nov 22, 2023
SELL
$67.86 - $73.4 $59,920 - $64,812
-883 Reduced 35.05%
1,636 $111,000
Q2 2023

Aug 14, 2023
BUY
$61.54 - $70.76 $155,019 - $178,244
2,519 New
2,519 $178,000
Q2 2022

Aug 11, 2022
BUY
$54.1 - $72.84 $41,061 - $55,285
759 Added 28.29%
3,442 $194,000
Q4 2021

Feb 17, 2022
BUY
$69.67 - $79.55 $186,924 - $213,432
2,683 New
2,683 $211,000
Q3 2021

Nov 16, 2021
SELL
$69.93 - $75.23 $214,545 - $230,805
-3,068 Closed
0 $0
Q2 2021

Aug 24, 2021
BUY
$62.94 - $69.93 $193,099 - $214,545
3,068 New
3,068 $214,000
Q1 2021

May 17, 2021
SELL
$59.12 - $65.5 $29,737 - $32,946
-503 Closed
0 $0
Q4 2020

Feb 18, 2021
BUY
$54.06 - $62.05 $27,192 - $31,211
503 New
503 $125,000

Others Institutions Holding VONG

# of Institutions
776
Shares Held
152M
Call Options Held
25.9K
Put Options Held
1.2K
View Full List

About VANGUARD RUSSELL 1000 GROWTH E

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