Ep Wealth Advisors, LLC Vanguard Star Fd Vanguard Tota Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 78,582 shares of VXUS stock, worth $4.91 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

78,582

Previous 40,702 93.07%

Holding current value

$4.91 Million

Previous $2.64 Million 75.71%

% of portfolio

0.04%

Previous 0.02%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$58.88 - $64.8 $2.23 Million - $2.45 Million	37,880 Added 93.07%	78,582 $4.63 Million
Q3 2024 Nov 14, 2024	SELL	$58.03 - $65.37 $186,276 - $209,837	-3,210 Reduced 7.31%	40,702 $2.64 Million
Q2 2024 Aug 19, 2024	BUY	$57.86 - $62.21 $473,294 - $508,877	8,180 Added 22.89%	43,912 $2.65 Million
Q1 2024 May 14, 2024	BUY	$55.74 - $60.35 $102,840 - $111,345	1,845 Added 5.44%	35,732 $2.15 Million
Q4 2023 Feb 28, 2024	BUY	$51.06 - $57.96 $514,684 - $584,236	10,080 Added 42.34%	33,887 $1.96 Million
Q3 2023 Nov 22, 2023	SELL	$53.3 - $58.26 $22.4 Million - $24.5 Million	-419,889 Reduced 94.63%	23,807 $1.27 Million
Q2 2023 Aug 14, 2023	BUY	$54.28 - $57.76 $20.6 Million - $21.9 Million	378,821 Added 583.92%	443,696 $24.9 Million
Q1 2023 Jun 05, 2023	BUY	$52.07 - $56.74 $3.38 Million - $3.68 Million	64,875 New	64,875 $3.58 Million
Q4 2022 Jun 12, 2023	BUY	$45.45 - $53.83 $322,695 - $382,193	7,100 Added 10.94%	71,975 $3.72 Million
Q2 2022 Aug 11, 2022	SELL	$51.07 - $60.88 $194,576 - $231,952	-3,810 Reduced 4.68%	77,543 $4 Million
Q1 2022 May 20, 2022	BUY	$55.42 - $64.7 $3.98 Million - $4.65 Million	71,846 Added 755.72%	81,353 $4.86 Million
Q4 2021 Feb 17, 2022	SELL	$61.51 - $66.09 $4.33 Million - $4.65 Million	-70,363 Reduced 88.1%	9,507 $5.05 Million
Q3 2021 Nov 23, 2021	BUY	$63.26 - $67.0 $4.45 Million - $4.71 Million	70,363 Added 740.12%	79,870 $5.05 Million
Q3 2021 Nov 16, 2021	SELL	$63.26 - $67.0 $4.32 Million - $4.58 Million	-68,305 Reduced 87.78%	9,507 $5.05 Million
Q2 2021 Aug 24, 2021	BUY	$63.55 - $67.5 $140,636 - $149,377	2,213 Added 2.93%	77,812 $5.11 Million
Q1 2021 May 17, 2021	SELL	$60.31 - $64.68 $125,444 - $134,534	-2,080 Reduced 2.68%	75,599 $4.74 Million
Q4 2020 Feb 18, 2021	BUY	$50.97 - $60.55 $3.18 Million - $3.78 Million	62,371 Added 407.44%	77,679 $4.67 Million
Q3 2020 Nov 17, 2020	BUY	$49.42 - $54.25 $123,451 - $135,516	2,498 Added 19.5%	15,308 $799,000
Q2 2020 Aug 14, 2020	SELL	$40.36 - $51.42 $6,699 - $8,535	-166 Reduced 1.28%	12,810 $630,000
Q1 2020 May 18, 2020	BUY	$36.75 - $56.64 $476,868 - $734,960	12,976 New	12,976 $544,000

Others Institutions Holding VXUS

# of Institutions

1,378

Shares Held

321M

Call Options Held

56.5K

Put Options Held

84.1K

View Full List

About VANGUARD STAR FD VANGUARD TOTA

Ticker VXUS
Sector ETFs
Industry ETFs

More about VXUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Account

Ep Wealth Advisors, LLC Vanguard Star Fd Vanguard Tota Transaction History