Ep Wealth Advisors, LLC Vanguard Russell 2000 ETF Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Russell 2000 ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 85,711 shares of VTWO stock, worth $7.23 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

85,711

Previous 84,411 1.54%

Holding current value

$7.23 Million

Previous $7.54 Million 1.51%

% of portfolio

0.07%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$87.42 - $98.06 $113,646 - $127,478	1,300 Added 1.54%	85,711 $7.66 Million
Q3 2024 Nov 14, 2024	BUY	$81.17 - $90.77 $6.65 Million - $7.43 Million	81,872 Added 3224.58%	84,411 $7.54 Million
Q2 2024 Aug 19, 2024	BUY	$77.95 - $84.63 $9,354 - $10,155	120 Added 4.96%	2,539 $208,000
Q1 2024 May 14, 2024	BUY	$76.54 - $85.06 $55,874 - $62,093	730 Added 43.22%	2,419 $205,000
Q4 2023 Feb 28, 2024	SELL	$65.62 - $82.7 $19,095 - $24,065	-291 Reduced 14.7%	1,689 $136,000
Q3 2023 Nov 22, 2023	BUY	$70.52 - $80.31 $139,629 - $159,013	1,980 New	1,980 $141,000

Others Institutions Holding VTWO

# of Institutions

646

Shares Held

79.9M

Call Options Held

83.7K

Put Options Held

67K

View Full List

About VANGUARD RUSSELL 2000 ETF

Ticker VTWO
Sector ETFs
Industry ETFs

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Ep Wealth Advisors, LLC Vanguard Russell 2000 ETF Transaction History