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

Ep Wealth Advisors, LLC

  • $9.28 Billion
  • Q2 2024

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 997 shares of VOOG stock, worth $340,026. This represents 0.0% of its overall portfolio holdings.

Number of Shares
997
Previous 810 23.09%
Holding current value
$340,026
Previous $246,000 34.96%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
504
Shares Held
11.5M
Call Options Held
17.9K
Put Options Held
6.8K
View Full List

About VANGUARD S&P 500 GROWTH ETF

VOOG Quotes by TradingView
  • Ticker VOOG
  • Sector ETFs
  • Industry ETFs
More about VOOG
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email