Ep Wealth Advisors, LLC Vanguard S&P 500 Growth ETF Transaction History

Ep Wealth Advisors, LLC

$12 Billion
Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard S&P 500 Growth ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,195 shares of VOOG stock, worth $491,097. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,195

Previous 1,196 0.08%

Holding current value

$491,097

Previous $437,000 8.7%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$333.37 - $384.99 $333 - $384	-1 Reduced 0.08%	1,195 $399,000
Q4 2024 Feb 13, 2025	SELL	$340.59 - $380.5 $105,923 - $118,335	-311 Reduced 20.64%	1,196 $437,000
Q3 2024 Nov 14, 2024	BUY	$305.34 - $350.41 $155,723 - $178,709	510 Added 51.15%	1,507 $520,000
Q2 2024 Aug 19, 2024	BUY	$286.24 - $337.0 $53,526 - $63,019	187 Added 23.09%	997 $332,000
Q1 2024 May 14, 2024	BUY	$262.92 - $306.83 $1,051 - $1,227	4 Added 0.5%	810 $246,000
Q4 2023 Feb 28, 2024	BUY	$237.26 - $272.04 $26,335 - $30,196	111 Added 15.97%	806 $218,000
Q3 2023 Nov 22, 2023	SELL	$246.27 - $261.87 $682,660 - $725,903	-2,772 Reduced 79.95%	695 $171,000
Q2 2023 Aug 14, 2023	BUY	$227.98 - $254.09 $790,406 - $880,930	3,467 New	3,467 $880,000

Others Institutions Holding VOOG

# of Institutions

659

Shares Held

17.6M

Call Options Held

18.7K

Put Options Held

6.4K

View Full List

About VANGUARD S&P 500 GROWTH ETF

Ticker VOOG
Sector ETFs
Industry ETFs

More about VOOG

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Ep Wealth Advisors, LLC Vanguard S&P 500 Growth ETF Transaction History