EWA
EP Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4M | Buy |
62,084
+10,992
| +22% | +$3.08M | 0.11% | 138 |
|
|
2025
Q1 | $13.2M | Buy |
51,092
+21,870
| +75% | +$5.66M | 0.11% | 134 |
|
|
2024
Q4 | $7.72M | Buy |
29,222
+432
| +2% | +$114K | 0.06% | 172 |
|
|
2024
Q3 | $7.6M | Buy |
28,790
+2,676
| +10% | +$706K | 0.07% | 175 |
|
|
2024
Q2 | $6.32M | Sell |
26,114
-5,443
| -17% | -$1.32M | 0.07% | 158 |
|
|
2024
Q1 | $7.88M | Buy |
31,557
+11,143
| +55% | +$2.78M | 0.09% | 127 |
|
|
2023
Q4 | $4.75M | Sell |
20,414
-129
| -0.6% | -$30K | 0.06% | 167 |
|
|
2023
Q3 | $4.28M | Sell |
20,543
-75,364
| -79% | -$15.7M | 0.07% | 165 |
|
|
2023
Q2 | $4.51M | Buy |
95,907
+60,980
| +175% | +$2.86M | 0.06% | 161 |
|
|
2023
Q1 | $2.9M | Buy |
34,927
+20,036
| +135% | +$1.66M | 0.05% | 197 |
|
|
2022
Q4 | $3.03M | Sell |
14,891
-226
| -1% | -$46.1K | 0.05% | 176 |
|
|
2022
Q3 | $2.84M | Buy |
15,117
+5,185
| +52% | +$975K | 0.06% | 162 |
|
|
2022
Q2 | $1.96M | Sell |
9,932
-930
| -9% | -$183K | 0.04% | 200 |
|
|
2022
Q1 | $2.58M | Buy |
10,862
+143
| +1% | +$34K | 0.06% | 175 |
|
|
2021
Q4 | $2.73M | Buy |
10,719
+1,989
| +23% | +$507K | 0.06% | 156 |
|
|
2021
Q3 | $2.07M | Buy |
8,730
+157
| +2% | +$37.2K | 0.06% | 162 |
|
|
2021
Q2 | $2.04M | Buy |
8,573
+4,644
| +118% | +$1.1M | 0.06% | 175 |
|
|
2021
Q1 | $870K | Buy |
3,929
+1,707
| +77% | +$378K | 0.03% | 245 |
|
|
2020
Q4 | $459K | Buy |
2,222
+205
| +10% | +$42.3K | 0.02% | 280 |
|
|
2020
Q3 | $356K | Sell |
2,017
-475
| -19% | -$83.8K | 0.02% | 270 |
|
|
2020
Q2 | $408K | Sell |
2,492
-1,950
| -44% | -$319K | 0.02% | 270 |
|
|
2020
Q1 | $585K | Buy |
4,442
+875
| +25% | +$115K | 0.03% | 234 |
|
|
2019
Q4 | $636K | Sell |
3,567
-181
| -5% | -$32.3K | 0.03% | 244 |
|
|
2019
Q3 | $628K | Buy |
3,748
+191
| +5% | +$32K | 0.03% | 208 |
|
|
2019
Q2 | $595K | Buy |
+3,557
| New | +$595K | 0.04% | 182 |
|
|
2019
Q1 | – | Sell |
-2,539
| Closed | -$351K | – | 277 |
|
|
2018
Q4 | $351K | Buy |
2,539
+537
| +27% | +$74.2K | 0.03% | 196 |
|
|
2018
Q3 | $329K | Hold |
2,002
| – | – | 0.03% | 210 |
|
|
2018
Q2 | $316K | Hold |
2,002
| – | – | 0.03% | 148 |
|
|
2018
Q1 | $309K | Sell |
2,002
-347
| -15% | -$53.6K | 0.03% | 158 |
|
|
2017
Q4 | $364K | Sell |
2,349
-135
| -5% | -$20.9K | 0.04% | 127 |
|
|
2017
Q3 | $365K | Buy |
2,484
+590
| +31% | +$86.7K | 0.04% | 118 |
|
|
2017
Q2 | $270K | Hold |
1,894
| – | – | 0.03% | 144 |
|
|
2017
Q1 | $264K | Sell |
1,894
-375
| -17% | -$52.3K | 0.04% | 130 |
|
|
2016
Q4 | $299K | Buy |
2,269
+375
| +20% | +$49.4K | 0.04% | 111 |
|
|
2016
Q3 | $245K | Hold |
1,894
| – | – | 0.04% | 119 |
|
|
2016
Q2 | $234K | Hold |
1,894
| – | – | 0.04% | 114 |
|
|
2016
Q1 | $230K | Sell |
1,894
-1,417
| -43% | -$172K | 0.04% | 120 |
|
|
2015
Q4 | $398K | Buy |
+3,311
| New | +$398K | 0.07% | 103 |
|