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

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 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 2,758 shares of VONG stock, worth $289,341. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,758

Holding current value

$289,341

% of portfolio

0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

667

Shares Held

141M

Call Options Held

28.8K

Put Options Held

2.3K

View Full List

About VANGUARD RUSSELL 1000 GROWTH E

Ticker VONG
Sector ETFs
Industry ETFs

More about VONG

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 Growth E Transaction History