EP Wealth Advisors’s Vanguard FTSE Europe ETF VGK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$680K	Sell	8,247 -1,046	-11%	-$89.9K	﹤0.01%	779
2025 Q4	$777K	Buy	+9,293	New	+$755K	﹤0.01%	698
2025 Q2	$756K	Buy	9,754 +233	+2%	+$17.2K	0.01%	638
2025 Q1	$668K	Sell	9,521 -1,044	-10%	-$72K	0.01%	610
2024 Q4	$671K	Buy	10,565 +87	+0.8%	+$5.81K	0.01%	604
2024 Q3	$745K	Sell	10,478 -7,105	-40%	-$488K	0.01%	575
2024 Q2	$1.17M	Buy	17,583 +1,817	+12%	+$123K	0.01%	360
2024 Q1	$1.06M	Buy	15,766 +66	+0.4%	+$4.27K	0.01%	368
2023 Q4	$1.01M	Sell	15,700 -979	-6%	-$58.6K	0.01%	360
2023 Q3	$966K	Sell	16,679 -37,459	-69%	-$2.28M	0.02%	335
2023 Q2	$1.03M	Sell	54,138 -4,532	-8%	-$282K	0.01%	331
2023 Q1	$3.52M	Buy	58,670 +40,286	+219%	+$2.41M	0.06%	168
2022 Q4	$1.02M	Sell	18,384 -3,708	-17%	-$196K	0.02%	279
2022 Q3	$1.02M	Sell	22,092 -3,435	-13%	-$179K	0.02%	234
2022 Q2	$1.35M	Sell	25,527 -2,967	-10%	-$172K	0.03%	227
2022 Q1	$1.77M	Buy	28,494 +57	+0.2%	+$3.65K	0.04%	210
2021 Q4	$1.94M	Sell	28,437 -1,331	-4%	-$90.1K	0.05%	187
2021 Q3	$1.95M	Sell	29,768 -111	-0.4%	-$7.6K	0.05%	167
2021 Q2	$2.01M	Buy	+29,879	New	+$2.02M	0.06%	176
2015 Q3	–	Sell	-5,495	Closed	-$297K	–	146
2015 Q2	$297K	Sell	5,495 -3,521	-39%	-$199K	0.06%	94
2015 Q1	$489K	Sell	9,016 -561,059	-98%	-$30.2M	0.09%	73
2014 Q4	$29.9M	Sell	570,075 -16,930	-3%	-$907K	4.92%	2
2014 Q3	$32.4M	Buy	587,005 +79,043	+16%	+$4.57M	5.25%	3
2014 Q2	$30.5M	Buy	+507,962	New	+$30.6M	7.08%	1