EWA
EP Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52B | Buy |
3,463,113
+126,649
| +4% | +$55.5M | 9.98% | 1 |
|
|
2025
Q1 | $1.24B | Buy |
3,336,464
+109,654
| +3% | +$40.7M | 9.88% | 1 |
|
|
2024
Q4 | $1.32B | Buy |
3,226,810
+50,082
| +2% | +$20.6M | 10.81% | 1 |
|
|
2024
Q3 | $1.22B | Buy |
3,176,728
+194,506
| +7% | +$74.7M | 10.48% | 1 |
|
|
2024
Q2 | $1.12B | Buy |
2,982,222
+70,828
| +2% | +$26.5M | 11.85% | 1 |
|
|
2024
Q1 | $1B | Buy |
2,911,394
+17,609
| +0.6% | +$6.06M | 11.71% | 1 |
|
|
2023
Q4 | $900M | Buy |
2,893,785
+59,959
| +2% | +$18.6M | 11.47% | 1 |
|
|
2023
Q3 | $772M | Buy |
2,833,826
+2,544,151
| +878% | +$693M | 11.97% | 1 |
|
|
2023
Q2 | $917M | Sell |
289,675
-2,320,654
| -89% | -$7.35B | 13.22% | 1 |
|
|
2023
Q1 | $361M | Sell |
2,610,329
-363,275
| -12% | -$50.2M | 6.2% | 2 |
|
|
2022
Q4 | $634M | Buy |
2,973,604
+216,409
| +8% | +$46.1M | 11.42% | 1 |
|
|
2022
Q3 | $590M | Buy |
2,757,195
+204,684
| +8% | +$43.8M | 13.38% | 1 |
|
|
2022
Q2 | $569M | Buy |
2,552,511
+276,043
| +12% | +$61.5M | 12.81% | 1 |
|
|
2022
Q1 | $655M | Buy |
2,276,468
+205,877
| +10% | +$59.2M | 14.37% | 1 |
|
|
2021
Q4 | $664M | Buy |
2,070,591
+59,978
| +3% | +$19.2M | 15.71% | 1 |
|
|
2021
Q3 | $583M | Buy |
2,010,613
+142,292
| +8% | +$41.3M | 16% | 1 |
|
|
2021
Q2 | $536M | Buy |
1,868,321
+242,570
| +15% | +$69.6M | 14.86% | 1 |
|
|
2021
Q1 | $418M | Buy |
1,625,751
+206,785
| +15% | +$53.2M | 13.29% | 1 |
|
|
2020
Q4 | $359M | Buy |
1,418,966
+135,213
| +11% | +$34.3M | 12.64% | 1 |
|
|
2020
Q3 | $292M | Buy |
1,283,753
+150,906
| +13% | +$34.3M | 12.57% | 1 |
|
|
2020
Q2 | $229M | Buy |
1,132,847
+156,419
| +16% | +$31.6M | 9.78% | 3 |
|
|
2020
Q1 | $153M | Buy |
976,428
+70,730
| +8% | +$11.1M | 7.49% | 3 |
|
|
2019
Q4 | $165M | Buy |
905,698
+53,597
| +6% | +$9.76M | 6.79% | 3 |
|
|
2019
Q3 | $142M | Buy |
852,101
+34,197
| +4% | +$5.69M | 7.03% | 3 |
|
|
2019
Q2 | $134M | Buy |
+817,904
| New | +$134M | 8.35% | 2 |
|
|
2019
Q1 | – | Sell |
-674,894
| Closed | -$90.7M | – | 283 |
|
|
2018
Q4 | $90.7M | Buy |
674,894
+74,250
| +12% | +$9.97M | 6.99% | 2 |
|
|
2018
Q3 | $96.7M | Buy |
600,644
+31,798
| +6% | +$5.12M | 7.56% | 2 |
|
|
2018
Q2 | $85.2M | Buy |
568,846
+12,521
| +2% | +$1.88M | 8.04% | 2 |
|
|
2018
Q1 | $78.9M | Buy |
556,325
+4,672
| +0.8% | +$663K | 7.63% | 2 |
|
|
2017
Q4 | $77.6M | Buy |
551,653
+11,487
| +2% | +$1.62M | 8.19% | 2 |
|
|
2017
Q3 | $71.7M | Buy |
540,166
+35,365
| +7% | +$4.69M | 8.28% | 2 |
|
|
2017
Q2 | $64.1M | Buy |
504,801
+22,640
| +5% | +$2.88M | 7.86% | 2 |
|
|
2017
Q1 | $58.7M | Buy |
482,161
+40,096
| +9% | +$4.88M | 8.09% | 2 |
|
|
2016
Q4 | $42M | Buy |
442,065
+41,669
| +10% | +$3.96M | 6.14% | 4 |
|
|
2016
Q3 | $45M | Buy |
400,396
+7,636
| +2% | +$857K | 7.03% | 3 |
|
|
2016
Q2 | $42.1M | Sell |
392,760
-4,450
| -1% | -$477K | 6.71% | 3 |
|
|
2016
Q1 | $42.3M | Buy |
397,210
+20,094
| +5% | +$2.14M | 6.48% | 3 |
|
|
2015
Q4 | $40.1M | Buy |
377,116
+6,909
| +2% | +$735K | 6.74% | 2 |
|
|
2015
Q3 | $37.1M | Buy |
370,207
+31,241
| +9% | +$3.13M | 7.08% | 2 |
|
|
2015
Q2 | $36.3M | Buy |
338,966
+12,128
| +4% | +$1.3M | 6.8% | 2 |
|
|
2015
Q1 | $34.2M | Buy |
326,838
+56,931
| +21% | +$5.96M | 6.43% | 2 |
|
|
2014
Q4 | $28.2M | Buy |
269,907
+32,319
| +14% | +$3.37M | 4.64% | 4 |
|
|
2014
Q3 | $23.7M | Buy |
+237,588
| New | +$23.7M | 3.83% | 5 |
|