EP Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31M | Buy |
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|
2025
Q1 | $26M | Buy |
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|
2024
Q4 | $22.7M | Sell |
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|
2024
Q3 | $23.5M | Buy |
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|
2024
Q2 | $21M | Sell |
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|
2024
Q1 | $22.3M | Sell |
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|
2023
Q4 | $21.5M | Buy |
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|
2023
Q3 | $18.8M | Buy |
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|
2023
Q2 | $19.9M | Buy |
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|
2023
Q1 | $303K | Sell |
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|
2022
Q4 | $19.5M | Sell |
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|
2022
Q3 | $19.1M | Sell |
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|
2022
Q2 | $19.7M | Sell |
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|
2022
Q1 | $24.7M | Sell |
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|
2021
Q4 | $26.5M | Sell |
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|
2021
Q3 | $26.2M | Sell |
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|
2021
Q2 | $28.5M | Sell |
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|
2021
Q1 | $27.6M | Buy |
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|
2020
Q4 | $20.7M | Sell |
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|
2020
Q3 | $17.9M | Sell |
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|
2020
Q2 | $65.6M | Sell |
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|
2020
Q1 | $81.4M | Buy |
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|
2019
Q4 | $108M | Buy |
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|
2019
Q3 | $95.9M | Buy |
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|
2019
Q2 | $86.5M | Buy |
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|
2019
Q1 | $77.6M | Buy |
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|
2018
Q4 | $64.9M | Sell |
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|
2018
Q3 | $80.4M | Buy |
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|
2018
Q2 | $76.4M | Buy |
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|
2018
Q1 | $68.4M | Buy |
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|
2017
Q4 | $64.5M | Buy |
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|
2017
Q3 | $58.1M | Buy |
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|
2017
Q2 | $51.3M | Buy |
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|
2017
Q1 | $44.7M | Buy |
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