EWA
EP Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.2M | Buy |
207,993
+12,693
| +6% | +$3.86M | 0.42% | 50 |
|
|
2025
Q1 | $53.7M | Buy |
195,300
+7,205
| +4% | +$1.98M | 0.43% | 53 |
|
|
2024
Q4 | $54.5M | Buy |
188,095
+1,868
| +1% | +$541K | 0.44% | 49 |
|
|
2024
Q3 | $52.7M | Buy |
186,227
+18,545
| +11% | +$5.25M | 0.45% | 54 |
|
|
2024
Q2 | $44.9M | Buy |
167,682
+8,875
| +6% | +$2.37M | 0.48% | 53 |
|
|
2024
Q1 | $41.3M | Buy |
158,807
+22,866
| +17% | +$5.94M | 0.48% | 55 |
|
|
2023
Q4 | $32.2M | Buy |
135,941
+21,519
| +19% | +$5.1M | 0.41% | 63 |
|
|
2023
Q3 | $24.3M | Buy |
114,422
+107,447
| +1,540% | +$22.8M | 0.38% | 67 |
|
|
2023
Q2 | $22.2M | Sell |
6,975
-47,163
| -87% | -$150M | 0.32% | 68 |
|
|
2023
Q1 | $9.92M | Sell |
54,138
-29,811
| -36% | -$5.46M | 0.17% | 89 |
|
|
2022
Q4 | $16.1M | Buy |
83,949
+2,124
| +3% | +$406K | 0.29% | 69 |
|
|
2022
Q3 | $14.7M | Sell |
81,825
-5,094
| -6% | -$914K | 0.33% | 62 |
|
|
2022
Q2 | $16.4M | Sell |
86,919
-22,232
| -20% | -$4.19M | 0.37% | 61 |
|
|
2022
Q1 | $24.9M | Buy |
109,151
+27,020
| +33% | +$6.15M | 0.55% | 50 |
|
|
2021
Q4 | $19.8M | Buy |
82,131
+2,958
| +4% | +$714K | 0.47% | 52 |
|
|
2021
Q3 | $17.6M | Sell |
79,173
-4,461
| -5% | -$991K | 0.48% | 50 |
|
|
2021
Q2 | $18.6M | Buy |
83,634
+6,381
| +8% | +$1.42M | 0.52% | 47 |
|
|
2021
Q1 | $16M | Buy |
77,253
+3,599
| +5% | +$744K | 0.51% | 48 |
|
|
2020
Q4 | $14.3M | Sell |
73,654
-11,598
| -14% | -$2.26M | 0.5% | 48 |
|
|
2020
Q3 | $14.5M | Sell |
85,252
-26,035
| -23% | -$4.43M | 0.62% | 38 |
|
|
2020
Q2 | $17.4M | Sell |
111,287
-26,405
| -19% | -$4.13M | 0.74% | 28 |
|
|
2020
Q1 | $17.8M | Sell |
137,692
-11,543
| -8% | -$1.49M | 0.87% | 25 |
|
|
2019
Q4 | $24.4M | Sell |
149,235
-37,678
| -20% | -$6.16M | 1.01% | 17 |
|
|
2019
Q3 | $28.2M | Buy |
186,913
+175,585
| +1,550% | +$26.5M | 1.4% | 10 |
|
|
2019
Q2 | $1.7M | Buy |
+11,328
| New | +$1.7M | 0.11% | 91 |
|
|
2019
Q1 | – | Sell |
-10,249
| Closed | -$1.31M | – | 280 |
|
|
2018
Q4 | $1.31M | Buy |
10,249
+128
| +1% | +$16.3K | 0.1% | 106 |
|
|
2018
Q3 | $1.52M | Buy |
10,121
+6,563
| +184% | +$982K | 0.12% | 91 |
|
|
2018
Q2 | $500K | Buy |
3,558
+465
| +15% | +$65.3K | 0.05% | 118 |
|
|
2018
Q1 | $420K | Sell |
3,093
-372
| -11% | -$50.5K | 0.04% | 130 |
|
|
2017
Q4 | $476K | Buy |
3,465
+412
| +13% | +$56.6K | 0.05% | 115 |
|
|
2017
Q3 | $395K | Sell |
3,053
-369
| -11% | -$47.7K | 0.05% | 114 |
|
|
2017
Q2 | $426K | Sell |
3,422
-198
| -5% | -$24.6K | 0.05% | 115 |
|
|
2017
Q1 | $439K | Buy |
3,620
+1,710
| +90% | +$207K | 0.06% | 93 |
|
|
2016
Q4 | $220K | Buy |
+1,910
| New | +$220K | 0.03% | 130 |
|
|
2015
Q4 | – | Sell |
-3,609
| Closed | -$356K | – | 163 |
|
|
2015
Q3 | $356K | Sell |
3,609
-962
| -21% | -$94.9K | 0.07% | 100 |
|
|
2015
Q2 | $489K | Buy |
4,571
+150
| +3% | +$16.1K | 0.09% | 71 |
|
|
2015
Q1 | $474K | Buy |
4,421
+1,221
| +38% | +$131K | 0.09% | 74 |
|
|
2014
Q4 | $339K | Sell |
3,200
-1,221
| -28% | -$129K | 0.06% | 100 |
|
|
2014
Q3 | $448K | Buy |
4,421
+1,450
| +49% | +$147K | 0.07% | 73 |
|
|
2014
Q2 | $302K | Sell |
2,971
-328
| -10% | -$33.3K | 0.07% | 84 |
|
|
2014
Q1 | $322K | Buy |
3,299
+1,108
| +51% | +$108K | 0.09% | 77 |
|
|
2013
Q4 | $210K | Buy |
+2,191
| New | +$210K | 0.05% | 118 |
|