EP WEALTH ADVISORS, LLC – Vanguard Tax-Exempt Bond Index Fund Transaction History
EP WEALTH ADVISORS, LLC portfolio value:
$20.38M
portfolio value
EP WEALTH ADVISORS, LLC quarter portfolio value change:
-3.57%
quarter
Vanguard Tax-Exempt Bond Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +32.52% | 103.90K shares | 4.43M | $48.14 | 423.40K |
| Q2 2022 | share | Increase | +568.72% | 271.72K shares | 13.48M | $49.92 | 319.50K |
| Q1 2022 | share | Increase | +88.46% | 22.42K shares | 1.07M | $51.55 | 47.77K |
| Q4 2021 | share | Increase | +12.96% | 2.90K shares | 163K | $54.93 | 25.35K |
| Q3 2021 | share | Increase | +9.61% | 1.96K shares | 97K | $54.55 | 22.44K |
| Q2 2021 | share | Increase | +117.67% | 11.06K shares | 618K | $54.86 | 20.47K |
| Q1 2021 | share | Increase | +28.21% | 2.07K shares | 109K | $53.98 | 9.40K |
| Q4 2020 | share | Increase | +0.64% | 47 shares | 8K | $54.36 | 7.33K |
| Q3 2020 | share | Increase | 0.00% | 7.29K shares | 397K | $53.28 | 7.29K |
| Q2 2020 | share | Decrease | -100.00% | -7.29K shares | -386K | $52.73 | 0 |
| Q1 2020 | share | Increase | +28.25% | 1.60K shares | 82K | $51.23 | 7.29K |
| Q4 2019 | share | Increase | +0.74% | 42 shares | 1K | $51.68 | 5.68K |
| Q3 2019 | share | Increase | 0.00% | 5.64K shares | 303K | $51.37 | 5.64K |