EWA
EP Wealth Advisors’s VF Corp VFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,396
| Closed | -$249K | – | 667 |
|
|
2021
Q4 | $249K | Buy |
+3,396
| New | +$249K | 0.01% | 490 |
|
|
2021
Q2 | – | Sell |
-6,134
| Closed | -$490K | – | 550 |
|
|
2021
Q1 | $490K | Buy |
+6,134
| New | +$490K | 0.02% | 324 |
|
|
2020
Q1 | – | Sell |
-3,053
| Closed | -$304K | – | 434 |
|
|
2019
Q4 | $304K | Buy |
3,053
+592
| +24% | +$58.9K | 0.01% | 328 |
|
|
2019
Q3 | $219K | Sell |
2,461
-375
| -13% | -$33.4K | 0.01% | 331 |
|
|
2019
Q2 | $248K | Buy |
+2,836
| New | +$248K | 0.02% | 266 |
|
|
2019
Q1 | – | Sell |
-2,926
| Closed | -$209K | – | 271 |
|
|
2018
Q4 | $209K | Sell |
2,926
-2,373
| -45% | -$170K | 0.02% | 243 |
|
|
2018
Q3 | $495K | Buy |
+5,299
| New | +$495K | 0.04% | 171 |
|
|
2017
Q1 | – | Sell |
-151,065
| Closed | -$7.1M | – | 166 |
|
|
2016
Q4 | $7.1M | Buy |
151,065
+2,413
| +2% | +$113K | 1.04% | 27 |
|
|
2016
Q3 | $8.33M | Buy |
148,652
+2,265
| +2% | +$127K | 1.3% | 25 |
|
|
2016
Q2 | $9M | Sell |
146,387
-13,571
| -8% | -$834K | 1.43% | 22 |
|
|
2016
Q1 | $10.4M | Sell |
159,958
-11,571
| -7% | -$749K | 1.59% | 18 |
|
|
2015
Q4 | $10.7M | Buy |
171,529
+3,868
| +2% | +$241K | 1.79% | 21 |
|
|
2015
Q3 | $11.4M | Sell |
167,661
-1,769
| -1% | -$121K | 2.18% | 16 |
|
|
2015
Q2 | $11.8M | Buy |
169,430
+3,541
| +2% | +$247K | 2.21% | 16 |
|
|
2015
Q1 | $12.5M | Sell |
165,889
-2,495
| -1% | -$188K | 2.35% | 13 |
|
|
2014
Q4 | $12.6M | Sell |
168,384
-723
| -0.4% | -$54.2K | 2.08% | 15 |
|
|
2014
Q3 | $11.2M | Buy |
169,107
+7,342
| +5% | +$485K | 1.81% | 16 |
|
|
2014
Q2 | $10.2M | Buy |
161,765
+4,740
| +3% | +$299K | 2.37% | 17 |
|
|
2014
Q1 | $9.72M | Sell |
157,025
-4,293
| -3% | -$266K | 2.66% | 16 |
|
|
2013
Q4 | $10.1M | Buy |
161,318
+120,487
| +295% | +$7.51M | 2.61% | 13 |
|
|
2013
Q3 | $8.13M | Sell |
40,831
-495
| -1% | -$98.5K | 2.55% | 17 |
|
|
2013
Q2 | $7.98M | Buy |
+41,326
| New | +$7.98M | 2.88% | 16 |
|