EP WEALTH ADVISORS, LLC – Vanguard Intermediate-Term Corporate Bond Index Fund Transaction History
EP WEALTH ADVISORS, LLC portfolio value:
$3.38M
portfolio value
EP WEALTH ADVISORS, LLC quarter portfolio value change:
-5.42%
quarter
Vanguard Intermediate-Term Corporate Bond Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +30.24% | 10.38K shares | 637K | $75.68 | 44.74K |
| Q2 2022 | share | Increase | +0.43% | 147 shares | -194K | $80.02 | 34.35K |
| Q1 2022 | share | Decrease | -3.48% | -1.23K shares | -344K | $86.04 | 34.20K |
| Q4 2021 | share | Increase | 0.00% | 35.43K shares | 3.28M | $92.89 | 35.43K |
| Q3 2021 | share | Decrease | -100.00% | -34.18K shares | -3.25M | $93.9 | 0 |
| Q2 2021 | share | Increase | +108.54% | 17.79K shares | 1.72M | $94.04 | 34.18K |
| Q1 2021 | share | Increase | +31.79% | 3.95K shares | 317K | $91.51 | 16.39K |
| Q4 2020 | share | Increase | 0.00% | 12.43K shares | 1.20M | $95.21 | 12.43K |