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 $7.08 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
85,711
Previous 84,411 1.54%
Holding current value
$7.08 Million
Previous $7.54 Million 1.51%
% of portfolio
0.07%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
647
Shares Held
80M
Call Options Held
83.7K
Put Options Held
67K
View Full List

About VANGUARD RUSSELL 2000 ETF

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