Ep Wealth Advisors, LLC Vanguard Growth ETF Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,911,394 shares of VUG stock, worth $1.02 Billion. This represents 11.87% of its overall portfolio holdings.

Number of Shares
2,911,394
Previous 2,893,785 0.61%
Holding current value
$1.02 Billion
Previous $900 Million 11.39%
% of portfolio
11.87%
Previous 11.58%

Shares

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

May 14, 2024
BUY
$301.05 - $346.61 $5.3 Million - $6.1 Million
17,609 Added 0.61%
2,911,394 $1 Billion
Q4 2023

Feb 28, 2024
BUY
$261.54 - $312.16 $15.7 Million - $18.7 Million
59,959 Added 2.12%
2,893,785 $900 Million
Q3 2023

Nov 22, 2023
BUY
$269.56 - $293.5 $686 Million - $747 Million
2,544,151 Added 878.28%
2,833,826 $772 Million
Q2 2023

Aug 14, 2023
SELL
$243.06 - $282.96 $564 Million - $657 Million
-2,320,654 Reduced 88.9%
289,675 $82 Million
Q1 2023

Jun 05, 2023
SELL
$209.25 - $249.44 $30.7 Million - $36.6 Million
-146,866 Reduced 5.33%
2,610,329 $651 Million
Q4 2022

Jun 12, 2023
BUY
$208.44 - $233.81 $75.7 Million - $84.9 Million
363,275 Added 13.92%
2,973,604 $634 Million
Q3 2022

Dec 02, 2022
BUY
N/A
204,684 Added 8.02%
2,757,195 $590 Million
Q2 2022

Aug 11, 2022
BUY
N/A
276,043 Added 12.13%
2,552,511 $569 Million
Q1 2022

May 20, 2022
BUY
N/A
205,877 Added 9.94%
2,276,468 $655 Million
Q4 2021

Feb 17, 2022
BUY
N/A
59,978 Added 2.98%
2,070,591 $664 Million
Q3 2021

Nov 23, 2021
BUY
N/A
1,685,177 Added 517.82%
2,010,613 $583 Million
Q3 2021

Nov 16, 2021
SELL
N/A
-1,542,885 Reduced 82.58%
325,436 $583 Million
Q2 2021

Aug 24, 2021
BUY
N/A
242,570 Added 14.92%
1,868,321 $536 Million
Q1 2021

May 17, 2021
BUY
N/A
206,785 Added 14.57%
1,625,751 $418 Million
Q4 2020

Feb 18, 2021
BUY
N/A
135,213 Added 10.53%
1,418,966 $359 Million
Q3 2020

Nov 17, 2020
BUY
N/A
150,906 Added 13.32%
1,283,753 $292 Million
Q2 2020

Aug 14, 2020
BUY
N/A
156,419 Added 16.02%
1,132,847 $229 Million
Q1 2020

May 18, 2020
BUY
N/A
70,730 Added 7.81%
976,428 $153 Million
Q4 2019

Feb 14, 2020
BUY
N/A
53,597 Added 6.29%
905,698 $165 Million
Q3 2019

Nov 18, 2019
BUY
N/A
34,197 Added 4.18%
852,101 $142 Million
Q2 2019

Aug 27, 2019
BUY
N/A
817,904 New
817,904 $134 Million
Q1 2019

May 20, 2019
SELL
N/A
-674,894 Closed
0 $0
Q4 2018

Feb 19, 2019
BUY
N/A
74,250 Added 12.36%
674,894 $90.7 Million
Q3 2018

Nov 15, 2018
BUY
N/A
31,798 Added 5.59%
600,644 $96.7 Million
Q2 2018

Aug 14, 2018
BUY
N/A
12,521 Added 2.25%
568,846 $85.2 Million
Q1 2018

May 15, 2018
BUY
N/A
4,672 Added 0.85%
556,325 $78.9 Million
Q4 2017

Feb 15, 2018
BUY
N/A
11,487 Added 2.13%
551,653 $77.6 Million
Q3 2017

Nov 15, 2017
BUY
N/A
35,365 Added 7.01%
540,166 $71.7 Million
Q2 2017

Aug 17, 2017
BUY
N/A
504,801
504,801 $64.1 Million

Others Institutions Holding VUG

# of Institutions
2,189
Shares Held
221M
Call Options Held
174K
Put Options Held
57.1K
View Full List

About VANGUARD GROWTH ETF

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