Ep Wealth Advisors, LLC Vanguard S&P Mid Cap 400 Value Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 29,511 shares of IVOV stock, worth $2.95 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
29,511
Previous 4,808 513.79%
Holding current value
$2.95 Million
Previous $421,000 571.02%
% of portfolio
0.03%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$86.19 - $95.75 $2.13 Million - $2.37 Million
24,703 Added 513.79%
29,511 $2.83 Million
Q4 2023

Feb 28, 2024
BUY
$71.8 - $88.58 $2,800 - $3,454
39 Added 0.82%
4,808 $419,000
Q3 2023

Nov 22, 2023
BUY
$76.81 - $85.86 $65,826 - $73,582
857 Added 21.91%
4,769 $371,000
Q2 2023

Aug 14, 2023
BUY
$74.86 - $82.32 $92,227 - $101,418
1,232 Added 45.97%
3,912 $322,000
Q1 2023

Jun 05, 2023
BUY
$74.3 - $176.9 $199,124 - $474,092
2,680 New
2,680 $210,000
Q4 2022

Jun 12, 2023
BUY
$70.88 - $164.78 $2,551 - $5,932
36 Added 1.34%
2,716 $416,000
Q1 2022

May 20, 2022
SELL
$78.21 - $85.96 $3,519 - $3,868
-45 Reduced 1.37%
3,228 $541,000
Q4 2021

Feb 17, 2022
SELL
$79.95 - $87.45 $1,599 - $1,749
-20 Reduced 0.61%
3,273 $552,000
Q3 2021

Nov 23, 2021
SELL
$76.58 - $83.26 $2.93 Million - $3.19 Million
-38,283 Reduced 92.08%
3,293 $524,000
Q3 2021

Nov 16, 2021
BUY
$76.58 - $83.26 $2.93 Million - $3.19 Million
38,283 Added 1162.56%
41,576 $524,000
Q2 2021

Aug 24, 2021
SELL
$78.69 - $84.35 $120,002 - $128,633
-1,525 Reduced 31.65%
3,293 $533,000
Q4 2020

Feb 18, 2021
BUY
$53.08 - $67.28 $255,739 - $324,155
4,818 New
4,818 $634,000
Q3 2020

Nov 17, 2020
SELL
$49.42 - $56.38 $0 - $0
0 Closed
0 $0
Q2 2020

Aug 14, 2020
SELL
$38.82 - $58.17 $303,106 - $454,191
-7,808 Closed
0 $546,000
Q1 2020

May 18, 2020
SELL
$35.6 - $65.92 $42,506 - $78,708
-1,194 Reduced 13.26%
7,808 $659,000
Q4 2019

Feb 14, 2020
BUY
$58.9 - $65.58 $530,217 - $590,351
9,002 New
9,002 $1.17 Million

Others Institutions Holding IVOV

# of Institutions
138
Shares Held
4.37M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 VALUE

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