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