EP Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History

EP Wealth Advisors’s Portfolio VIS Stock Details VIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$594K	Buy
2024 Q4	–	Sell
2024 Q3	$314K	Buy
2024 Q2	$235K	Buy
2024 Q1	$238K	Buy
2019 Q3	–	Sell
2019 Q2	$329K	Buy