Ep Wealth Advisors, LLC Vanguard Russell 3000 ETF Transaction History

Ep Wealth Advisors, LLC

$8.44 Billion
Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Russell 3000 ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,251 shares of VTHR stock, worth $304,893. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,251

Previous 1,251 -0.0%

Holding current value

$304,893

Previous $266,000 9.4%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 28, 2024	BUY	$182.01 - $213.49 $227,694 - $267,075	1,251 New	1,251 $266,000
Q1 2023 Jun 05, 2023	BUY	$170.44 - $188.45 $65.4 Million - $72.3 Million	383,608 Added 717.13%	437,100 $80.1 Million
Q4 2022 Jun 12, 2023	SELL	$168.09 - $183.26 $64.4 Million - $70.2 Million	-383,158 Reduced 87.66%	53,942 $9.26 Million
Q3 2022 Dec 02, 2022	SELL	N/A	-1,826 Reduced 3.3%	53,492 $8.62 Million
Q2 2022 Aug 11, 2022	BUY	N/A	1,638 Added 3.05%	55,318 $9.35 Million

Q1 2022 May 20, 2022	BUY	N/A	141 Added 0.26%	53,680 $10.9 Million
Q4 2021 Feb 17, 2022	BUY	N/A	739 Added 1.4%	53,539 $11.5 Million
Q3 2021 Nov 23, 2021	BUY	N/A	31,940 Added 153.12%	52,800 $10.5 Million
Q3 2021 Nov 16, 2021	SELL	N/A	-31,795 Reduced 60.38%	20,860 $10.5 Million
Q2 2021 Aug 24, 2021	SELL	N/A	-2,150 Reduced 3.92%	52,655 $10.5 Million
Q4 2020 Feb 18, 2021	BUY	N/A	54,805 New	54,805 $9.54 Million

Others Institutions Holding VTHR

# of Institutions

166

Shares Held

3.1M

Call Options Held

Put Options Held

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About VANGUARD RUSSELL 3000 ETF

Ticker VTHR
Sector ETFs
Industry ETFs

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Ep Wealth Advisors, LLC Vanguard Russell 3000 ETF Transaction History