Ep Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History

Ep Wealth Advisors, LLC

$12 Billion
Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 84,258 shares of VYM stock, worth $11.4 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

84,258

Previous 67,630 24.59%

Holding current value

$11.4 Million

Previous $8.63 Million 25.93%

% of portfolio

0.09%

Previous 0.07%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$126.11 - $135.06 $2.1 Million - $2.25 Million	16,628 Added 24.59%	84,258 $10.9 Million
Q4 2024 Feb 13, 2025	BUY	$126.68 - $134.74 $262,607 - $279,316	2,073 Added 3.16%	67,630 $8.63 Million
Q3 2024 Nov 14, 2024	BUY	$117.9 - $128.2 $929,523 - $1.01 Million	7,884 Added 13.67%	65,557 $8.4 Million
Q2 2024 Aug 19, 2024	SELL	$114.71 - $121.51 $587,888 - $622,738	-5,125 Reduced 8.16%	57,673 $6.84 Million
Q1 2024 May 14, 2024	BUY	$109.98 - $120.99 $206,542 - $227,219	1,878 Added 3.08%	62,798 $7.6 Million
Q4 2023 Feb 28, 2024	BUY	$98.71 - $111.84 $4.05 Million - $4.59 Million	41,074 Added 206.96%	60,920 $6.8 Million
Q3 2023 Nov 22, 2023	SELL	$103.32 - $110.34 $3.46 Million - $3.7 Million	-33,511 Reduced 62.81%	19,846 $2.05 Million
Q2 2023 Aug 14, 2023	SELL	$101.36 - $107.68 $1.95 Million - $2.08 Million	-19,273 Reduced 26.54%	53,357 $5.66 Million
Q1 2023 Jun 05, 2023	BUY	$100.82 - $111.44 $4.91 Million - $5.42 Million	48,675 Added 203.19%	72,630 $7.66 Million
Q4 2022 Jun 12, 2023	SELL	$96.14 - $113.15 $4.81 Million - $5.66 Million	-49,989 Reduced 68.83%	22,641 $2.45 Million
Q3 2022 Dec 02, 2022	BUY	$94.88 - $110.28 $733,612 - $852,684	7,732 Added 47.66%	23,955 $2.27 Million
Q2 2022 Aug 11, 2022	BUY	$99.2 - $114.57 $54,956 - $63,471	554 Added 3.54%	16,223 $1.65 Million
Q1 2022 May 20, 2022	BUY	$107.24 - $115.01 $319,467 - $342,614	2,979 Added 23.48%	15,669 $1.76 Million
Q4 2021 Feb 17, 2022	BUY	$104.33 - $112.16 $62,598 - $67,296	600 Added 4.96%	12,690 $1.42 Million
Q3 2021 Nov 23, 2021	SELL	$102.3 - $108.36 $2.59 Million - $2.74 Million	-25,327 Reduced 67.69%	12,090 $1.25 Million
Q3 2021 Nov 16, 2021	BUY	$102.3 - $108.36 $2.63 Million - $2.78 Million	25,701 Added 219.37%	37,417 $1.25 Million
Q2 2021 Aug 24, 2021	SELL	$101.6 - $107.95 $262,737 - $279,158	-2,586 Reduced 18.08%	11,716 $1.23 Million
Q1 2021 May 17, 2021	BUY	$90.4 - $101.83 $594,470 - $669,634	6,576 Added 85.12%	14,302 $1.45 Million
Q4 2020 Feb 18, 2021	BUY	$78.88 - $92.1 $12,384 - $14,459	157 Added 2.07%	7,726 $707,000
Q3 2020 Nov 17, 2020	BUY	$77.57 - $85.18 $587,127 - $644,727	7,569 New	7,569 $613,000
Q2 2020 Aug 14, 2020	SELL	$67.79 - $86.78 $665,223 - $851,572	-9,813 Closed	0 $632,000
Q1 2020 May 18, 2020	BUY	$60.97 - $94.78 $121,452 - $188,801	1,992 Added 25.47%	9,813 $694,000
Q4 2019 Feb 14, 2020	BUY	$85.84 - $94.47 $671,354 - $738,849	7,821 New	7,821 $733,000

Others Institutions Holding VYM

# of Institutions

2,003

Shares Held

186M

Call Options Held

2.03M

Put Options Held

311K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

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Ep Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History