Ep Wealth Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,600,959 shares of BIV stock, worth $120 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares
1,600,959
Previous 1,080,172 48.21%
Holding current value
$120 Million
Previous $82.5 Million 46.31%
% of portfolio
1.43%
Previous 1.06%

Shares

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

May 14, 2024
BUY
$74.51 - $76.61 $38.8 Million - $39.9 Million
520,787 Added 48.21%
1,600,959 $121 Million
Q4 2023

Feb 28, 2024
BUY
$70.49 - $76.74 $38.1 Million - $41.5 Million
540,234 Added 100.05%
1,080,172 $82.5 Million
Q3 2023

Nov 22, 2023
BUY
$72.11 - $75.67 $35.9 Million - $37.6 Million
497,253 Added 1164.94%
539,938 $39 Million
Q2 2023

Aug 14, 2023
BUY
$74.96 - $77.47 $1.8 Million - $1.86 Million
24,051 Added 129.07%
42,685 $3.21 Million
Q1 2023

Jun 05, 2023
SELL
$73.57 - $77.31 $8.46 Million - $8.89 Million
-115,043 Reduced 86.06%
18,634 $1.43 Million
Q4 2022

Jun 12, 2023
BUY
$72.19 - $76.32 $9.99 Million - $10.6 Million
138,446 Added 742.98%
157,080 $11.7 Million
Q3 2022

Dec 02, 2022
BUY
N/A
9,725 Added 7.85%
133,677 $9.82 Million
Q2 2022

Aug 11, 2022
BUY
N/A
79,365 Added 178.0%
123,952 $9.63 Million
Q1 2022

May 20, 2022
BUY
N/A
185 Added 0.42%
44,587 $3.65 Million
Q4 2021

Feb 17, 2022
BUY
N/A
3,949 Added 9.76%
44,402 $3.89 Million
Q3 2021

Nov 23, 2021
BUY
N/A
12,340 Added 43.89%
40,453 $3.62 Million
Q3 2021

Nov 16, 2021
SELL
N/A
-13,073 Reduced 31.74%
28,113 $3.62 Million
Q2 2021

Aug 24, 2021
BUY
N/A
20,885 Added 102.88%
41,186 $3.71 Million
Q1 2021

May 17, 2021
BUY
N/A
3,111 Added 18.1%
20,301 $1.8 Million
Q4 2020

Feb 18, 2021
BUY
N/A
994 Added 6.14%
17,190 $1.6 Million
Q3 2020

Nov 17, 2020
SELL
N/A
-21 Reduced 0.13%
16,196 $1.51 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-33 Reduced 0.2%
16,217 $1.51 Million
Q1 2020

May 18, 2020
BUY
N/A
16,250 New
16,250 $1.45 Million

Others Institutions Holding BIV

# of Institutions
845
Shares Held
143M
Call Options Held
5.3K
Put Options Held
4.5K
View Full List

About VANGUARD BD INDEX FD INC INTER

BIV Quotes by TradingView
  • Ticker BIV
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More about BIV
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