EWA
EP Wealth Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350M | Buy |
1,229,552
+167,722
| +16% | +$47.7M | 2.3% | 8 |
|
|
2025
Q1 | $260M | Buy |
1,061,830
+125,362
| +13% | +$30.7M | 2.08% | 8 |
|
|
2024
Q4 | $238M | Buy |
936,468
+220,475
| +31% | +$55.9M | 1.94% | 8 |
|
|
2024
Q3 | $174M | Buy |
715,993
+197,541
| +38% | +$48.1M | 1.5% | 13 |
|
|
2024
Q2 | $119M | Buy |
518,452
+57,693
| +13% | +$13.2M | 1.26% | 16 |
|
|
2024
Q1 | $109M | Sell |
460,759
-7,031
| -2% | -$1.66M | 1.27% | 16 |
|
|
2023
Q4 | $103M | Buy |
467,790
+62,398
| +15% | +$13.7M | 1.31% | 16 |
|
|
2023
Q3 | $79M | Buy |
405,392
+293,207
| +261% | +$57.1M | 1.22% | 16 |
|
|
2023
Q2 | $76.8M | Buy |
112,185
+80,098
| +250% | +$54.8M | 1.11% | 16 |
|
|
2023
Q1 | $12.1M | Sell |
32,087
-263,393
| -89% | -$99.1M | 0.21% | 77 |
|
|
2022
Q4 | $53.1M | Buy |
295,480
+77,769
| +36% | +$14M | 0.96% | 23 |
|
|
2022
Q3 | $37.1M | Buy |
217,711
+49,170
| +29% | +$8.39M | 0.84% | 29 |
|
|
2022
Q2 | $29.6M | Buy |
168,541
+49,652
| +42% | +$8.71M | 0.67% | 41 |
|
|
2022
Q1 | $26.5M | Buy |
118,889
+19,902
| +20% | +$4.43M | 0.58% | 48 |
|
|
2021
Q4 | $25.2M | Buy |
98,987
+16,890
| +21% | +$4.3M | 0.6% | 44 |
|
|
2021
Q3 | $19.4M | Buy |
82,097
+17,848
| +28% | +$4.22M | 0.53% | 46 |
|
|
2021
Q2 | $15.2M | Buy |
64,249
+32,453
| +102% | +$7.67M | 0.42% | 53 |
|
|
2021
Q1 | $6.82M | Buy |
31,796
+12,952
| +69% | +$2.78M | 0.22% | 77 |
|
|
2020
Q4 | $4M | Sell |
18,844
-17,052
| -48% | -$3.62M | 0.14% | 90 |
|
|
2020
Q3 | $6.47M | Sell |
35,896
-23,932
| -40% | -$4.31M | 0.28% | 57 |
|
|
2020
Q2 | $9.88M | Sell |
59,828
-5,355
| -8% | -$884K | 0.42% | 50 |
|
|
2020
Q1 | $8.26M | Buy |
65,183
+1,644
| +3% | +$208K | 0.4% | 50 |
|
|
2019
Q4 | $10.1M | Buy |
63,539
+47,329
| +292% | +$7.52M | 0.42% | 52 |
|
|
2019
Q3 | $2.4M | Sell |
16,210
-111
| -0.7% | -$16.4K | 0.12% | 96 |
|
|
2019
Q2 | $2.44M | Sell |
16,321
-4,838
| -23% | -$722K | 0.15% | 70 |
|
|
2019
Q1 | $3.02M | Sell |
21,159
-379
| -2% | -$54.1K | 0.29% | 57 |
|
|
2018
Q4 | $2.58M | Buy |
21,538
+14,183
| +193% | +$1.7M | 0.2% | 73 |
|
|
2018
Q3 | $1.05M | Buy |
7,355
+799
| +12% | +$114K | 0.08% | 113 |
|
|
2018
Q2 | $881K | Buy |
6,556
+27
| +0.4% | +$3.63K | 0.08% | 93 |
|
|
2018
Q1 | $846K | Buy |
+6,529
| New | +$846K | 0.08% | 103 |
|