EP WEALTH ADVISORS, LLC – Vanguard Intermediate-Term Bond Index Fund Transaction History
EP WEALTH ADVISORS, LLC portfolio value:
$9.82M
portfolio value
EP WEALTH ADVISORS, LLC quarter portfolio value change:
-5.37%
quarter
Vanguard Intermediate-Term Bond Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.85% | 9.72K shares | 198K | $73.48 | 133.67K |
| Q2 2022 | share | Increase | +178.00% | 79.36K shares | 5.97M | $77.65 | 123.95K |
| Q1 2022 | share | Increase | +0.42% | 185 shares | -238K | $81.9 | 44.58K |
| Q4 2021 | share | Increase | +9.76% | 3.94K shares | 272K | $87.71 | 44.40K |
| Q3 2021 | share | Decrease | -1.78% | -733 shares | -87K | $89.02 | 40.45K |
| Q2 2021 | share | Increase | +102.88% | 20.88K shares | 1.90M | $89.12 | 41.18K |
| Q1 2021 | share | Increase | +18.10% | 3.11K shares | 205K | $87.16 | 20.30K |
| Q4 2020 | share | Increase | +6.14% | 994 shares | 82K | $90.92 | 17.19K |
| Q3 2020 | share | Decrease | -0.13% | -21 shares | 3K | $90.28 | 16.19K |
| Q2 2020 | share | Decrease | -0.20% | -33 shares | 59K | $89.51 | 16.21K |
| Q1 2020 | share | Increase | 0.00% | 16.25K shares | 1.45M | $85.27 | 16.25K |