News + Filings Holdings
|
EP Wealth Advisors, LLC
> VO
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | VANGUARD INDEX FDS MID CAP | VO | 95,907 | 81,016 | 4,505,197,000 | 1,470,211,000 | $46,974.64 |
| 12/31/2022 | VANGUARD INDEX FDS MID CAP | VO | 14,891 | -226 | 3,034,986,000 | 3,032,144,000 | $203,813.44 |
| 09/30/2022 | VANGUARD INDEX FDS MID CAP | VO | 15,117 | 5,185 | 2,842,000 | 886,000 | $188.00 |
| 06/30/2022 | VANGUARD INDEX FDS MID CAP | VO | 9,932 | -930 | 1,956,000 | -627,000 | $196.94 |
| 03/31/2022 | VANGUARD INDEX FDS MID CAP | VO | 10,862 | 143 | 2,583,000 | -148,000 | $237.80 |
| 12/31/2021 | VANGUARD INDEX FDS MID CAP | VO | 10,719 | 9,259 | 2,731,000 | 664,000 | $254.78 |
| 09/30/2021 | VANGUARD INDEX FDS MID CAP | VO | 1,460 | -762 | 2,067,000 | 1,608,000 | $1,415.75 |
| 12/31/2020 | VANGUARD INDEX FDS MID CAP | VO | 2,222 | 205 | 459,000 | 103,000 | $206.57 |
| 09/30/2020 | VANGUARD INDEX FDS MID CAP | VO | 2,017 | -475 | 356,000 | -52,000 | $176.50 |
| 06/30/2020 | VANGUARD INDEX FDS MID CAP | VO | 2,492 | -1,950 | 408,000 | -177,000 | $163.72 |
| 03/31/2020 | VANGUARD INDEX FDS MID CAP | VO | 4,442 | 875 | 585,000 | -51,000 | $131.70 |
| 12/31/2019 | VANGUARD INDEX FDS MID CAP | VO | 3,567 | -181 | 636,000 | 8,000 | $178.30 |
| 09/30/2019 | VANGUARD INDEX FDS MID CAP | VO | 3,748 | 191 | 628,000 | 33,000 | $167.56 |
| 06/30/2019 | VANGUARD INDEX FDS MID CAP | VO | 3,557 | 3,557 | 595,000 | 595,000 | $167.28 |
| 03/31/2019 | VANGUARD INDEX FDS MID CAP | VO | 0 | -2,539 | 0 | -351,000 | |
| 12/31/2018 | VANGUARD INDEX FDS MID CAP | VO | 2,539 | 537 | 351,000 | 22,000 | $138.24 |
| 09/30/2018 | VANGUARD INDEX FDS MID CAP | VO | 2,002 | 0 | 329,000 | 13,000 | $164.34 |
| 06/30/2018 | VANGUARD INDEX FDS MID CAP | VO | 2,002 | 0 | 316,000 | 7,000 | $157.84 |
| 03/31/2018 | VANGUARD INDEX FDS MID CAP | VO | 2,002 | -347 | 309,000 | -55,000 | $154.35 |
| 12/31/2017 | VANGUARD INDEX FDS MID CAP | VO | 2,349 | -135 | 364,000 | -1,000 | $154.96 |
| 09/30/2017 | VANGUARD INDEX FDS MID CAP | VO | 2,484 | 590 | 365,000 | 95,000 | $146.94 |
| 06/30/2017 | VANGUARD INDEX FDS MID CAP | VO | 1,894 | 0 | 270,000 | 6,000 | $142.56 |
| 03/31/2017 | VANGUARD INDEX FDS MID CAP | VO | 1,894 | 1,894 | 264,000 | 264,000 | $139.39 |
| << Prev Next >> |
|