EP Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4M | Buy |
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|
2025
Q1 | $13.2M | Buy |
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|
2024
Q4 | $7.72M | Buy |
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|
2024
Q3 | $7.6M | Buy |
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|
2024
Q2 | $6.32M | Sell |
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|
2024
Q1 | $7.88M | Buy |
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|
2023
Q4 | $4.75M | Sell |
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|
2023
Q3 | $4.28M | Sell |
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|
2023
Q2 | $4.51M | Buy |
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|
2023
Q1 | $2.9M | Buy |
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|
2022
Q4 | $3.03M | Sell |
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|
2022
Q3 | $2.84M | Buy |
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|
2022
Q2 | $1.96M | Sell |
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|
2022
Q1 | $2.58M | Buy |
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|
2021
Q4 | $2.73M | Buy |
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|
2021
Q3 | $2.07M | Buy |
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|
2021
Q2 | $2.04M | Buy |
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|
2021
Q1 | $870K | Buy |
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|
2020
Q4 | $459K | Buy |
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|
2020
Q3 | $356K | Sell |
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|
2020
Q2 | $408K | Sell |
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|
2020
Q1 | $585K | Buy |
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|
2019
Q4 | $636K | Sell |
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|
2019
Q3 | $628K | Buy |
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|
2019
Q2 | $595K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $351K | Buy |
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|
2018
Q3 | $329K | Hold |
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|
2018
Q2 | $316K | Hold |
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|
2018
Q1 | $309K | Sell |
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|
2017
Q4 | $364K | Sell |
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|
2017
Q3 | $365K | Buy |
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|
2017
Q2 | $270K | Hold |
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|
2017
Q1 | $264K | Sell |
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|
2016
Q4 | $299K | Buy |
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|
2016
Q3 | $245K | Hold |
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|
2016
Q2 | $234K | Hold |
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|
2016
Q1 | $230K | Sell |
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|
2015
Q4 | $398K | Buy |
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