EP WEALTH ADVISORS, LLC – Vanguard Short-Term Treasury Index Fund Transaction History
EP WEALTH ADVISORS, LLC portfolio value:
$2.87M
portfolio value
EP WEALTH ADVISORS, LLC quarter portfolio value change:
-1.82%
quarter
Vanguard Short-Term Treasury Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.64% | 319 shares | -34K | $57.79 | 49.81K |
| Q2 2022 | share | Increase | +0.21% | 103 shares | -14K | $58.86 | 49.49K |
| Q1 2022 | share | Decrease | -0.23% | -112 shares | -84K | $59.26 | 49.38K |
| Q4 2021 | share | Decrease | -4.66% | -2.41K shares | -177K | $60.83 | 49.50K |
| Q3 2021 | share | Decrease | -2.75% | -1.47K shares | -92K | $61.37 | 51.91K |
| Q2 2021 | share | Increase | +145.82% | 31.67K shares | 1.94M | $61.33 | 53.38K |
| Q1 2021 | share | Increase | +8.09% | 1.62K shares | 98K | $61.37 | 21.71K |
| Q4 2020 | share | Increase | 0.00% | 20.09K shares | 1.23M | $61.4 | 20.09K |
| Q4 2016 | share | Decrease | -100.00% | -3.55K shares | -217K | $56.66 | 0 |
| Q3 2016 | share | Increase | 0.00% | 3.55K shares | 217K | $56.75 | 3.55K |
| Q2 2016 | share | Decrease | -100.00% | -4.19K shares | -256K | $56.84 | 0 |
| Q1 2016 | share | Decrease | -44.69% | -3.38K shares | -204K | $56.51 | 4.19K |