Vanguard Personalized Indexing Management’s Essential Properties Realty Trust EPRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$880K Sell
2025
Q1
$993K Buy
2024
Q4
$866K Buy
2024
Q3
$911K Buy
2024
Q2
$684K Buy
2024
Q1
$632K Buy
2023
Q4
$564K Buy
2023
Q3
$465K Buy
2023
Q2
$484K Sell
2023
Q1
$512K Buy
2022
Q4
$419K Buy
2022
Q3
$285K Buy
2022
Q2
$248K Buy