EWA
EP Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.49M | Sell |
15,736
-199
| -1% | -$56.8K | 0.03% | 281 |
|
|
2025
Q1 | $4.1M | Buy |
15,935
+3,316
| +26% | +$852K | 0.03% | 247 |
|
|
2024
Q4 | $3.4M | Buy |
12,619
+368
| +3% | +$99.2K | 0.03% | 267 |
|
|
2024
Q3 | $3.23M | Buy |
12,251
+453
| +4% | +$119K | 0.03% | 272 |
|
|
2024
Q2 | $2.94M | Sell |
11,798
-692
| -6% | -$173K | 0.03% | 234 |
|
|
2024
Q1 | $2.99M | Buy |
12,490
+14
| +0.1% | +$3.36K | 0.04% | 223 |
|
|
2023
Q4 | $2.72M | Buy |
12,476
+136
| +1% | +$29.7K | 0.03% | 222 |
|
|
2023
Q3 | $2.41M | Buy |
12,340
+11,346
| +1,141% | +$2.22M | 0.04% | 219 |
|
|
2023
Q2 | $3.69M | Sell |
994
-3,178,159
| -100% | -$11.8B | 0.05% | 180 |
|
|
2023
Q1 | $793M | Buy |
3,179,153
+3,159,351
| +15,955% | +$788M | 13.64% | 1 |
|
|
2022
Q4 | $3.45M | Buy |
19,802
+3,770
| +24% | +$657K | 0.06% | 161 |
|
|
2022
Q3 | $2.62M | Buy |
16,032
+240
| +2% | +$39.3K | 0.06% | 169 |
|
|
2022
Q2 | $2.72M | Sell |
15,792
-22
| -0.1% | -$3.79K | 0.06% | 165 |
|
|
2022
Q1 | $3.3M | Sell |
15,814
-443
| -3% | -$92.4K | 0.07% | 151 |
|
|
2021
Q4 | $3.59M | Buy |
16,257
+7,924
| +95% | +$1.75M | 0.08% | 134 |
|
|
2021
Q3 | $1.67M | Sell |
8,333
-119
| -1% | -$23.9K | 0.05% | 185 |
|
|
2021
Q2 | $1.7M | Buy |
8,452
+5,482
| +185% | +$1.1M | 0.05% | 195 |
|
|
2021
Q1 | $550K | Buy |
2,970
+486
| +20% | +$90K | 0.02% | 305 |
|
|
2020
Q4 | $437K | Buy |
2,484
+435
| +21% | +$76.5K | 0.02% | 290 |
|
|
2020
Q3 | $321K | Buy |
+2,049
| New | +$321K | 0.01% | 282 |
|
|
2020
Q2 | – | Sell |
-2,340
| Closed | -$277K | – | 302 |
|
|
2020
Q1 | $277K | Buy |
2,340
+695
| +42% | +$82.3K | 0.01% | 320 |
|
|
2019
Q4 | $243K | Buy |
+1,645
| New | +$243K | 0.01% | 365 |
|