Ep Wealth Advisors, LLC Vanguard Russell 1000 Value Et Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Russell 1000 Value Et stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,362 shares of VONV stock, worth $121,803. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,362

Previous 1,465 7.03%

Holding current value

$121,803

Previous $120,000 3.33%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$73.19 - $85.21 $7,538 - $8,776	-103 Reduced 7.03%	1,362 $116,000
Q1 2025 May 15, 2025	SELL	$80.21 - $86.14 $5,775 - $6,202	-72 Reduced 4.68%	1,465 $120,000
Q4 2024 Feb 13, 2025	BUY	$80.87 - $87.69 $124,297 - $134,779	1,537 New	1,537 $124,000
Q3 2023 Nov 22, 2023	SELL	$66.58 - $71.74 $39,015 - $42,039	-586 Reduced 20.01%	2,342 $156,000
Q2 2023 Aug 14, 2023	BUY	$65.19 - $69.21 $190,876 - $202,646	2,928 New	2,928 $202,000
Q4 2022 Jun 12, 2023	BUY	$60.03 - $69.81 $110,695 - $128,729	1,844 New	1,844 $122,000
Q2 2022 Aug 11, 2022	BUY	$62.21 - $73.88 $68,617 - $81,489	1,103 Added 59.82%	2,947 $187,000
Q1 2022 May 20, 2022	BUY	$68.98 - $74.78 $127,199 - $137,894	1,844 New	1,844 $134,000

Others Institutions Holding VONV

# of Institutions

535

Shares Held

99.5M

Call Options Held

Put Options Held

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About VANGUARD RUSSELL 1000 VALUE ET

Ticker VONV
Sector ETFs
Industry ETFs

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Ep Wealth Advisors, LLC Vanguard Russell 1000 Value Et Transaction History