EP WEALTH ADVISORS, LLC – Vanguard U.S. Value Factor ETF Transaction History
EP WEALTH ADVISORS, LLC portfolio value:
$4.61M
portfolio value
EP WEALTH ADVISORS, LLC quarter portfolio value change:
-4.93%
quarter
Vanguard U.S. Value Factor ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.88% | -2.14K shares | -435K | $86.84 | 53.18K |
| Q2 2022 | share | Decrease | -13.58% | -8.69K shares | -1.77M | $91.34 | 55.33K |
| Q1 2022 | share | Increase | 0.00% | 64.03K shares | 6.83M | $106.72 | 64.03K |