Ep Wealth Advisors, LLC Vanguard World Fd Esg Intl Stk Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 7,401 shares of VSGX stock, worth $423,411. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,401
Previous 1,957 278.18%
Holding current value
$423,411
Previous $112,000 306.25%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$55.06 - $62.25 $299,746 - $338,889
5,444 Added 278.18%
7,401 $455,000
Q2 2024

Aug 19, 2024
SELL
$54.72 - $58.75 $3,447 - $3,701
-63 Reduced 3.12%
1,957 $112,000
Q1 2024

May 14, 2024
SELL
$53.19 - $57.84 $319 - $347
-6 Reduced 0.3%
2,020 $116,000
Q4 2023

Feb 28, 2024
SELL
$48.05 - $55.28 $19,700 - $22,664
-410 Reduced 16.83%
2,026 $111,000
Q3 2023

Nov 22, 2023
BUY
$50.23 - $55.2 $122,360 - $134,467
2,436 New
2,436 $122,000
Q4 2022

Jun 12, 2023
BUY
$43.1 - $51.11 $263,125 - $312,026
6,105 New
6,105 $300,000
Q2 2022

Aug 11, 2022
SELL
$48.34 - $58.27 $864,560 - $1.04 Million
-17,885 Reduced 78.17%
4,995 $245,000
Q1 2022

May 20, 2022
BUY
$53.11 - $62.8 $1.22 Million - $1.44 Million
22,880 New
22,880 $1.31 Million
Q4 2021

Feb 17, 2022
SELL
$60.05 - $64.51 $900,750 - $967,650
-15,000 Closed
0 $0
Q3 2021

Nov 23, 2021
SELL
$61.73 - $65.61 $11 Million - $11.7 Million
-177,779 Reduced 92.22%
15,000 $926,000
Q3 2021

Nov 16, 2021
BUY
$61.73 - $65.61 $11.9 Million - $12.6 Million
192,779 New
192,779 $926,000
Q2 2021

Aug 24, 2021
SELL
$61.69 - $65.78 $925,350 - $986,700
-15,000 Closed
0 $0
Q3 2020

Nov 17, 2020
BUY
$48.36 - $53.16 $725,400 - $797,400
15,000 New
15,000 $774,000
Q2 2020

Aug 14, 2020
SELL
$39.4 - $50.07 $1.17 Million - $1.49 Million
-29,800 Closed
0 $914,000
Q1 2020

May 18, 2020
BUY
$36.37 - $54.44 $1.08 Million - $1.62 Million
29,800 New
29,800 $1.23 Million

Others Institutions Holding VSGX

# of Institutions
364
Shares Held
17.7M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG INTL STK

VSGX Quotes by TradingView
  • Ticker VSGX
  • Sector ETFs
  • Industry ETFs
More about VSGX
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