Ep Wealth Advisors, LLC Vanguard Intl Eqty Ftse All Wo Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Intl Eqty Ftse All Wo stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 18,229 shares of VSS stock, worth $2.08 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

18,229

Previous 2,984 510.89%

Holding current value

$2.08 Million

Previous $350,000 556.0%

% of portfolio

0.02%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$112.99 - $126.45 $1.72 Million - $1.93 Million	15,245 Added 510.89%	18,229 $2.3 Million
Q2 2024 Aug 19, 2024	BUY	$112.27 - $120.96 $18,187 - $19,595	162 Added 5.74%	2,984 $350,000
Q1 2024 May 14, 2024	SELL	$109.57 - $116.86 $13,477 - $14,373	-123 Reduced 4.18%	2,822 $329,000
Q4 2023 Feb 28, 2024	BUY	$99.44 - $115.1 $87,805 - $101,633	883 Added 42.82%	2,945 $338,000
Q3 2023 Nov 22, 2023	SELL	$105.51 - $115.93 $636,541 - $699,405	-6,033 Reduced 74.53%	2,062 $218,000
Q2 2023 Aug 14, 2023	BUY	$107.08 - $113.45 $680,814 - $721,315	6,358 Added 366.03%	8,095 $894,000
Q1 2023 Jun 05, 2023	BUY	$103.34 - $113.48 $179,501 - $197,114	1,737 New	1,737 $189,000

Others Institutions Holding VSS

# of Institutions

659

Shares Held

46.7M

Call Options Held

100

Put Options Held

View Full List

About VANGUARD INTL EQTY FTSE ALL-WO

Ticker VSS
Sector ETFs
Industry ETFs

More about VSS

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 Intl Eqty Ftse All Wo Transaction History