EP WEALTH ADVISORS, LLC – VictoryShares Nasdaq Next 50 ETF Transaction History
EP WEALTH ADVISORS, LLC portfolio value:
$9.90M
portfolio value
EP WEALTH ADVISORS, LLC quarter portfolio value change:
-4.65%
quarter
VictoryShares Nasdaq Next 50 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.84% | -1.48K shares | -897K | $267.26 | 37.06K |
| Q2 2022 | share | Increase | +41.16% | 11.24K shares | 904K | $280.28 | 38.54K |
| Q1 2022 | share | Increase | 0.00% | 27.30K shares | 9.9M | $362.54 | 27.30K |
| Q3 2021 | share | Decrease | -100.00% | -28.40K shares | -10.06M | $357.96 | 0 |
| Q2 2021 | share | Increase | 0.00% | 28.40K shares | 10.06M | $354.03 | 28.40K |
| Q1 2020 | share | Decrease | -100.00% | -22.04K shares | -4.68M | $188.79 | 0 |
| Q4 2019 | share | Increase | 0.00% | 22.04K shares | 4.68M | $210.36 | 22.04K |
| Q2 2019 | share | Decrease | -100.00% | -16.45K shares | -2.95M | $184 | 0 |
| Q1 2019 | share | Increase | 0.00% | 16.45K shares | 2.95M | $176.63 | 16.45K |