EP WEALTH ADVISORS, LLC – Vanguard Total Bond Market Index Fund Transaction History
EP WEALTH ADVISORS, LLC portfolio value:
$4.65M
portfolio value
EP WEALTH ADVISORS, LLC quarter portfolio value change:
-5.22%
quarter
Vanguard Total Bond Market Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +145.18% | 38.64K shares | 2.65M | $71.33 | 65.25K |
| Q2 2022 | share | Decrease | -22.85% | -7.88K shares | -741K | $75.26 | 26.61K |
| Q1 2022 | share | Increase | +142.63% | 20.28K shares | 1.53M | $79.54 | 34.5K |
| Q4 2021 | share | Increase | +4.67% | 634 shares | 44K | $84.77 | 14.21K |
| Q3 2021 | share | Decrease | -52.32% | -14.90K shares | -1.28M | $85.05 | 13.58K |
| Q2 2021 | share | Increase | +109.15% | 14.86K shares | 1.29M | $85.09 | 28.49K |
| Q1 2021 | share | Increase | +93.14% | 6.56K shares | 532K | $83.48 | 13.62K |
| Q4 2020 | share | Decrease | -14.94% | -1.23K shares | -110K | $86.63 | 7.05K |
| Q3 2020 | share | Decrease | -52.32% | -9.09K shares | -804K | $85.94 | 8.29K |
| Q2 2020 | share | Decrease | -56.16% | -22.28K shares | -1.85M | $85.6 | 17.39K |
| Q1 2020 | share | Decrease | -53.70% | -46.00K shares | -3.79M | $82.2 | 39.67K |
| Q4 2019 | share | Decrease | -28.35% | -33.90K shares | -2.91M | $80.43 | 85.68K |
| Q3 2019 | share | Increase | 0.00% | 119.58K shares | 10.09M | $80.27 | 119.58K |
| Q1 2018 | share | Decrease | -100.00% | -8.05K shares | -657K | $72.81 | 0 |
| Q4 2017 | share | Decrease | -45.98% | -6.86K shares | -566K | $73.98 | 8.05K |
| Q3 2017 | share | Decrease | -65.53% | -28.35K shares | -2.31M | $73.68 | 14.91K |
| Q2 2017 | share | Decrease | -45.55% | -36.19K shares | -2.90M | $73.11 | 43.27K |
| Q1 2017 | share | Decrease | -75.80% | -248.93K shares | -17.04M | $71.98 | 79.47K |
| Q4 2016 | share | Increase | 0.00% | 328.40K shares | 23.49M | $71.44 | 328.40K |
| Q1 2016 | share | Decrease | -100.00% | -2.61K shares | -211K | $71.74 | 0 |