Ep Wealth Advisors, LLC Vanguard Mid Cap Growth Index Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 715,993 shares of VOT stock, worth $194 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares

715,993

Previous 518,452 38.1%

Holding current value

$194 Million

Previous $119 Million 46.47%

% of portfolio

1.55%

Previous 1.28%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$218.05 - $243.47 $43.1 Million - $48.1 Million	197,541 Added 38.1%	715,993 $174 Million
Q2 2024 Aug 19, 2024	BUY	$218.75 - $234.97 $12.6 Million - $13.6 Million	57,693 Added 12.52%	518,452 $119 Million
Q1 2024 May 14, 2024	SELL	$212.21 - $235.79 $1.49 Million - $1.66 Million	-7,031 Reduced 1.5%	460,759 $109 Million
Q4 2023 Feb 28, 2024	BUY	$180.9 - $221.2 $11.3 Million - $13.8 Million	62,398 Added 15.39%	467,790 $103 Million
Q3 2023 Nov 22, 2023	BUY	$191.65 - $213.93 $56.2 Million - $62.7 Million	293,207 Added 261.36%	405,392 $79 Million
Q2 2023 Aug 14, 2023	BUY	$186.22 - $205.77 $14.9 Million - $16.5 Million	80,098 Added 249.63%	112,185 $23.1 Million
Q1 2023 Jun 05, 2023	SELL	$177.43 - $203.61 $32.9 Million - $37.8 Million	-185,624 Reduced 85.26%	32,087 $6.25 Million
Q4 2022 Jun 12, 2023	BUY	$165.84 - $193.83 $43.7 Million - $51.1 Million	263,393 Added 820.87%	295,480 $53.1 Million
Q3 2022 Dec 02, 2022	BUY	$170.12 - $208.72 $8.36 Million - $10.3 Million	49,170 Added 29.17%	217,711 $37.1 Million
Q2 2022 Aug 11, 2022	BUY	$167.96 - $227.2 $8.34 Million - $11.3 Million	49,652 Added 41.76%	168,541 $29.6 Million
Q1 2022 May 20, 2022	BUY	$199.76 - $251.37 $3.98 Million - $5 Million	19,902 Added 20.11%	118,889 $26.5 Million
Q4 2021 Feb 17, 2022	BUY	$234.3 - $265.79 $3.96 Million - $4.49 Million	16,890 Added 20.57%	98,987 $25.2 Million
Q3 2021 Nov 23, 2021	BUY	$230.42 - $251.05 $18.6 Million - $20.3 Million	80,696 Added 5759.89%	82,097 $19.4 Million
Q3 2021 Nov 16, 2021	SELL	$230.42 - $251.05 $14.5 Million - $15.8 Million	-62,848 Reduced 97.82%	1,401 $19.4 Million
Q2 2021 Aug 24, 2021	BUY	$210.91 - $237.31 $6.84 Million - $7.7 Million	32,453 Added 102.07%	64,249 $15.2 Million
Q1 2021 May 17, 2021	BUY	$204.75 - $230.34 $2.65 Million - $2.98 Million	12,952 Added 68.73%	31,796 $6.82 Million
Q4 2020 Feb 18, 2021	SELL	$178.76 - $215.29 $3.05 Million - $3.67 Million	-17,052 Reduced 47.5%	18,844 $4 Million
Q3 2020 Nov 17, 2020	SELL	$166.29 - $188.98 $3.98 Million - $4.52 Million	-23,932 Reduced 40.0%	35,896 $6.47 Million
Q2 2020 Aug 14, 2020	SELL	$120.77 - $169.89 $646,723 - $909,760	-5,355 Reduced 8.22%	59,828 $9.88 Million
Q1 2020 May 18, 2020	BUY	$108.51 - $170.49 $178,390 - $280,285	1,644 Added 2.59%	65,183 $8.26 Million
Q4 2019 Feb 14, 2020	BUY	$144.1 - $159.03 $6.82 Million - $7.53 Million	47,329 Added 291.97%	63,539 $10.1 Million
Q3 2019 Nov 18, 2019	SELL	$147.12 - $150.91 $16,330 - $16,751	-111 Reduced 0.68%	16,210 $2.4 Million
Q2 2019 Aug 27, 2019	SELL	N/A	-4,838 Reduced 22.86%	16,321 $2.44 Million
Q1 2019 May 20, 2019	SELL	N/A	-379 Reduced 1.76%	21,159 $3.02 Million
Q4 2018 Feb 19, 2019	BUY	N/A	14,183 Added 192.83%	21,538 $2.58 Million
Q3 2018 Nov 15, 2018	BUY	N/A	799 Added 12.19%	7,355 $1.05 Million
Q2 2018 Aug 14, 2018	BUY	N/A	27 Added 0.41%	6,556 $881,000
Q1 2018 May 15, 2018	BUY	N/A	6,529 New	6,529 $846,000

Others Institutions Holding VOT

# of Institutions

977

Shares Held

38.1M

Call Options Held

26.7K

Put Options Held

5.6K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

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Ep Wealth Advisors, LLC Vanguard Mid Cap Growth Index Transaction History