Ep Wealth Advisors, LLC Vanguard Russell 2000 ETF Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 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 84,411 shares of VTWO stock, worth $7.63 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
84,411
Previous 2,539 3224.58%
Holding current value
$7.63 Million
Previous $208,000 3525.96%
% of portfolio
0.07%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
574
Shares Held
74.9M
Call Options Held
409K
Put Options Held
22.3K
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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