EP WEALTH ADVISORS, LLC – Vanguard Intermediate-Term Treasury Index Fund Transaction History
EP WEALTH ADVISORS, LLC portfolio value:
$3.12M
portfolio value
EP WEALTH ADVISORS, LLC quarter portfolio value change:
-4.66%
quarter
Vanguard Intermediate-Term Treasury Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.99% | 526 shares | -120K | $58.31 | 53.58K |
| Q2 2022 | share | Decrease | -3.01% | -1.64K shares | -196K | $61.16 | 53.05K |
| Q1 2022 | share | Decrease | -9.68% | -5.86K shares | -585K | $62.91 | 54.70K |
| Q4 2021 | share | Decrease | -20.92% | -16.02K shares | -1.14M | $66.53 | 60.56K |
| Q3 2021 | share | Decrease | -35.36% | -41.9K shares | -2.86M | $67.37 | 76.58K |
| Q2 2021 | share | Decrease | -39.14% | -76.2K shares | -5.05M | $67.43 | 118.48K |
| Q1 2021 | share | Decrease | -27.44% | -73.60K shares | -5.53M | $66.67 | 194.68K |
| Q4 2020 | share | Increase | 0.00% | 268.29K shares | 18.62M | $68.71 | 268.29K |