EP Wealth Advisors’s Voya Financial VOYA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$358K Buy
5,041
+352
+8% +$25K ﹤0.01% 924
2025
Q1
$318K Buy
4,689
+228
+5% +$15.4K ﹤0.01% 889
2024
Q4
$307K Buy
4,461
+361
+9% +$24.8K ﹤0.01% 862
2024
Q3
$325K Buy
+4,100
New +$325K ﹤0.01% 825