Ep Wealth Advisors, LLC Vanguard Utilities ETF Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,682 shares of VPU stock, worth $811,296. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,682

Previous 6,912 32.26%

Holding current value

$811,296

Previous $1.2 Million 36.41%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$160.52 - $179.11 $357,959 - $399,415	-2,230 Reduced 32.26%	4,682 $765,000
Q3 2024 Nov 14, 2024	BUY	$146.64 - $174.54 $10,411 - $12,392	71 Added 1.04%	6,912 $1.2 Million
Q1 2024 May 14, 2024	BUY	$129.56 - $142.58 $277,258 - $305,121	2,140 Added 45.52%	6,841 $975,000
Q4 2023 Feb 28, 2024	SELL	$121.65 - $142.23 $171,039 - $199,975	-1,406 Reduced 23.02%	4,701 $644,000
Q3 2023 Nov 22, 2023	SELL	$127.23 - $148.54 $153,057 - $178,693	-1,203 Reduced 16.46%	6,107 $778,000
Q2 2023 Aug 14, 2023	SELL	$140.07 - $152.05 $45.4 Million - $49.3 Million	-323,939 Reduced 97.79%	7,310 $1.04 Million
Q1 2023 Jun 05, 2023	BUY	$139.89 - $156.95 $46.3 Million - $52 Million	331,249 New	331,249 $48.9 Million
Q4 2022 Jun 12, 2023	SELL	$134.2 - $158.16 $43.7 Million - $51.5 Million	-325,631 Reduced 98.3%	5,618 $861,000
Q2 2022 Aug 11, 2022	BUY	$141.44 - $166.95 $37,340 - $44,074	264 Added 6.98%	4,044 $616,000
Q1 2022 May 20, 2022	BUY	$141.64 - $162.04 $535,399 - $612,511	3,780 New	3,780 $612,000

Others Institutions Holding VPU

# of Institutions

642

Shares Held

18.1M

Call Options Held

85.2K

Put Options Held

26.6K

View Full List

About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

More about VPU

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 Utilities ETF Transaction History