EWA
EP Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275M | Buy |
1,674,933
+159,488
| +11% | +$26.2M | 1.81% | 11 |
|
|
2025
Q1 | $243M | Buy |
1,515,445
+239,192
| +19% | +$38.4M | 1.94% | 10 |
|
|
2024
Q4 | $206M | Buy |
1,276,253
+349,161
| +38% | +$56.5M | 1.68% | 14 |
|
|
2024
Q3 | $155M | Buy |
927,092
+196,458
| +27% | +$32.9M | 1.34% | 17 |
|
|
2024
Q2 | $110M | Buy |
730,634
+79,936
| +12% | +$12M | 1.17% | 19 |
|
|
2024
Q1 | $101M | Buy |
650,698
+1,658
| +0.3% | +$258K | 1.19% | 19 |
|
|
2023
Q4 | $94.1M | Buy |
649,040
+91,675
| +16% | +$13.3M | 1.2% | 18 |
|
|
2023
Q3 | $73M | Buy |
557,365
+548,206
| +5,985% | +$71.8M | 1.13% | 18 |
|
|
2023
Q2 | $69.2M | Sell |
9,159
-12,579
| -58% | -$95.1M | 1% | 20 |
|
|
2023
Q1 | $4.58M | Sell |
21,738
-363,761
| -94% | -$76.7M | 0.08% | 145 |
|
|
2022
Q4 | $52.1M | Buy |
385,499
+90,929
| +31% | +$12.3M | 0.94% | 24 |
|
|
2022
Q3 | $35.9M | Buy |
294,570
+35,783
| +14% | +$4.36M | 0.81% | 33 |
|
|
2022
Q2 | $33.5M | Buy |
258,787
+78,618
| +44% | +$10.2M | 0.75% | 36 |
|
|
2022
Q1 | $27M | Buy |
180,169
+36,408
| +25% | +$5.45M | 0.59% | 47 |
|
|
2021
Q4 | $21.6M | Buy |
143,761
+32,836
| +30% | +$4.94M | 0.51% | 49 |
|
|
2021
Q3 | $15.5M | Buy |
110,925
+32,034
| +41% | +$4.47M | 0.42% | 52 |
|
|
2021
Q2 | $11.1M | Buy |
78,891
+51,782
| +191% | +$7.28M | 0.31% | 64 |
|
|
2021
Q1 | $3.66M | Buy |
27,109
+23,441
| +639% | +$3.16M | 0.12% | 120 |
|
|
2020
Q4 | $436K | Sell |
3,668
-20,784
| -85% | -$2.47M | 0.02% | 292 |
|
|
2020
Q3 | $2.48M | Sell |
24,452
-16,627
| -40% | -$1.69M | 0.11% | 93 |
|
|
2020
Q2 | $3.93M | Sell |
41,079
-3,179
| -7% | -$304K | 0.17% | 83 |
|
|
2020
Q1 | $3.6M | Sell |
44,258
-13,441
| -23% | -$1.09M | 0.18% | 88 |
|
|
2019
Q4 | $6.88M | Buy |
+57,699
| New | +$6.88M | 0.28% | 66 |
|