Vanguard Personalized Indexing Management’s Essential Properties Realty Trust EPRT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $880K | Sell |
27,584
-2,829
| -9% | -$90.3K | 0.01% | 922 |
|
2025
Q1 | $993K | Buy |
30,413
+2,738
| +10% | +$89.4K | 0.01% | 787 |
|
2024
Q4 | $866K | Buy |
27,675
+996
| +4% | +$31.2K | 0.01% | 838 |
|
2024
Q3 | $911K | Buy |
26,679
+2,006
| +8% | +$68.5K | 0.01% | 810 |
|
2024
Q2 | $684K | Buy |
24,673
+965
| +4% | +$26.7K | 0.01% | 864 |
|
2024
Q1 | $632K | Buy |
23,708
+1,623
| +7% | +$43.3K | 0.01% | 888 |
|
2023
Q4 | $564K | Buy |
22,085
+565
| +3% | +$14.4K | 0.01% | 933 |
|
2023
Q3 | $465K | Buy |
21,520
+946
| +5% | +$20.5K | 0.01% | 910 |
|
2023
Q2 | $484K | Sell |
20,574
-11
| -0.1% | -$259 | 0.01% | 909 |
|
2023
Q1 | $512K | Buy |
20,585
+2,734
| +15% | +$67.9K | 0.02% | 859 |
|
2022
Q4 | $419K | Buy |
17,851
+3,199
| +22% | +$75.1K | 0.02% | 854 |
|
2022
Q3 | $285K | Buy |
14,652
+3,090
| +27% | +$60.1K | 0.01% | 988 |
|
2022
Q2 | $248K | Buy |
+11,562
| New | +$248K | 0.01% | 1048 |
|