Ep Wealth Advisors, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,196 shares of VTIP stock, worth $201,785. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,196
Holding current value
$201,785
% of portfolio
0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$47.38 - $47.91 $198,806 - $201,030
4,196 New
4,196 $200,000
Q3 2023

Nov 22, 2023
BUY
$46.9 - $47.47 $98,349 - $99,544
2,097 Added 83.85%
4,598 $217,000
Q2 2023

Aug 14, 2023
SELL
$47.37 - $48.0 $5.11 Million - $5.18 Million
-107,904 Reduced 97.73%
2,501 $118,000
Q1 2023

Jun 05, 2023
BUY
$46.62 - $47.83 $4.64 Million - $4.76 Million
99,561 Added 918.12%
110,405 $5.28 Million
Q3 2022

Dec 02, 2022
BUY
N/A
1,671 Added 18.22%
10,844 $522,000
Q2 2022

Aug 11, 2022
SELL
N/A
-3,425 Reduced 27.19%
9,173 $460,000
Q1 2022

May 20, 2022
BUY
N/A
7,299 Added 137.74%
12,598 $645,000
Q4 2021

Feb 17, 2022
BUY
N/A
515 Added 10.77%
5,299 $272,000
Q3 2021

Nov 23, 2021
SELL
N/A
-12,866 Reduced 72.9%
4,784 $252,000
Q3 2021

Nov 16, 2021
BUY
N/A
12,906 Added 272.05%
17,650 $252,000
Q2 2021

Aug 24, 2021
SELL
N/A
-4,662 Reduced 49.56%
4,744 $249,000
Q1 2021

May 17, 2021
BUY
N/A
3,967 Added 72.94%
9,406 $485,000
Q4 2020

Feb 18, 2021
BUY
N/A
33 Added 0.61%
5,439 $278,000
Q3 2020

Nov 17, 2020
BUY
N/A
5,406 New
5,406 $276,000
Q2 2020

Aug 14, 2020
SELL
N/A
-7,201 Closed
0 $324,000
Q1 2020

May 18, 2020
BUY
N/A
7,201 New
7,201 $351,000

Others Institutions Holding VTIP

# of Institutions
760
Shares Held
133M
Call Options Held
27K
Put Options Held
1.5K
View Full List

About VANGUARD SHT TRM INFLT-PROT FD

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