EP WEALTH ADVISORS, LLC – Vanguard Large Cap Index Fund Transaction History
EP WEALTH ADVISORS, LLC portfolio value:
$2.62M
portfolio value
EP WEALTH ADVISORS, LLC quarter portfolio value change:
-5.10%
quarter
Vanguard Large Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.52% | 240 shares | -100K | $163.56 | 16.03K |
| Q2 2022 | share | Decrease | -0.14% | -22 shares | -575K | $172.35 | 15.79K |
| Q1 2022 | share | Decrease | -2.72% | -443 shares | -296K | $208.49 | 15.81K |
| Q4 2021 | share | Increase | +95.09% | 7.92K shares | 1.91M | $220.97 | 16.25K |
| Q3 2021 | share | Decrease | -1.41% | -119 shares | -23K | $200.92 | 8.33K |
| Q2 2021 | share | Increase | +184.58% | 5.48K shares | 1.14M | $200.14 | 8.45K |
| Q1 2021 | share | Increase | +19.57% | 486 shares | 113K | $184.16 | 2.97K |
| Q4 2020 | share | Increase | +21.23% | 435 shares | 116K | $174.08 | 2.48K |
| Q3 2020 | share | Increase | 0.00% | 2.04K shares | 321K | $154.35 | 2.04K |
| Q2 2020 | share | Decrease | -100.00% | -2.34K shares | -277K | $140.53 | 0 |
| Q1 2020 | share | Increase | +42.25% | 695 shares | 34K | $115.87 | 2.34K |
| Q4 2019 | share | Increase | 0.00% | 1.64K shares | 243K | $143.88 | 1.64K |