EWA
EP Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175M | Buy |
308,707
+123,964
| +67% | +$70.4M | 1.15% | 23 |
|
|
2025
Q1 | $94.9M | Buy |
184,743
+37,747
| +26% | +$19.4M | 0.76% | 30 |
|
|
2024
Q4 | $79.2M | Buy |
146,996
+51,301
| +54% | +$27.6M | 0.65% | 32 |
|
|
2024
Q3 | $50.5M | Buy |
95,695
+41,779
| +77% | +$22M | 0.43% | 56 |
|
|
2024
Q2 | $27M | Sell |
53,916
-1,026
| -2% | -$513K | 0.29% | 76 |
|
|
2024
Q1 | $26.4M | Buy |
54,942
+1,088
| +2% | +$523K | 0.31% | 74 |
|
|
2023
Q4 | $23.5M | Buy |
53,854
+8,287
| +18% | +$3.62M | 0.3% | 73 |
|
|
2023
Q3 | $17.9M | Buy |
45,567
+43,073
| +1,727% | +$16.9M | 0.28% | 75 |
|
|
2023
Q2 | $18.4M | Buy |
2,494
+1,204
| +93% | +$8.88M | 0.27% | 75 |
|
|
2023
Q1 | $240K | Sell |
1,290
-25,400
| -95% | -$4.73M | ﹤0.01% | 536 |
|
|
2022
Q4 | $9.38M | Sell |
26,690
-3,443
| -11% | -$1.21M | 0.17% | 88 |
|
|
2022
Q3 | $9.89M | Buy |
30,133
+3,864
| +15% | +$1.27M | 0.22% | 78 |
|
|
2022
Q2 | $9.11M | Sell |
26,269
-1,292
| -5% | -$448K | 0.21% | 81 |
|
|
2022
Q1 | $11.4M | Sell |
27,561
-593
| -2% | -$246K | 0.25% | 72 |
|
|
2021
Q4 | $12.3M | Buy |
28,154
+9,641
| +52% | +$4.21M | 0.29% | 64 |
|
|
2021
Q3 | $7.3M | Sell |
18,513
-4,504
| -20% | -$1.78M | 0.2% | 68 |
|
|
2021
Q2 | $9.06M | Buy |
23,017
+523
| +2% | +$206K | 0.25% | 70 |
|
|
2021
Q1 | $8.2M | Buy |
22,494
+13,284
| +144% | +$4.84M | 0.26% | 67 |
|
|
2020
Q4 | $3.17M | Sell |
9,210
-1,364
| -13% | -$469K | 0.11% | 101 |
|
|
2020
Q3 | $3.25M | Sell |
10,574
-5,477
| -34% | -$1.68M | 0.14% | 83 |
|
|
2020
Q2 | $4.55M | Sell |
16,051
-454
| -3% | -$129K | 0.19% | 78 |
|
|
2020
Q1 | $3.91M | Buy |
16,505
+3,014
| +22% | +$714K | 0.19% | 83 |
|
|
2019
Q4 | $3.99M | Buy |
13,491
+9,096
| +207% | +$2.69M | 0.16% | 92 |
|
|
2019
Q3 | $1.2M | Buy |
4,395
+920
| +26% | +$251K | 0.06% | 134 |
|
|
2019
Q2 | $935K | Buy |
+3,475
| New | +$935K | 0.06% | 137 |
|
|
2019
Q1 | – | Sell |
-2,510
| Closed | -$577K | – | 278 |
|
|
2018
Q4 | $577K | Sell |
2,510
-110
| -4% | -$25.3K | 0.04% | 169 |
|
|
2018
Q3 | $700K | Buy |
2,620
+1,417
| +118% | +$379K | 0.05% | 147 |
|
|
2018
Q2 | $300K | Buy |
1,203
+100
| +9% | +$24.9K | 0.03% | 154 |
|
|
2018
Q1 | $267K | Sell |
1,103
-101
| -8% | -$24.4K | 0.03% | 171 |
|
|
2017
Q4 | $295K | Hold |
1,204
| – | – | 0.03% | 148 |
|
|
2017
Q3 | $278K | Sell |
1,204
-66
| -5% | -$15.2K | 0.03% | 141 |
|
|
2017
Q2 | $282K | Buy |
+1,270
| New | +$282K | 0.03% | 141 |
|