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Vanguard Health Care ETF shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Vanguard Health Care ETF (VHT) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Vanguard Health Care ETF

Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 202502M4M6M01M2M3M
Value ($)Share countHistorical VHT position of EP Wealth Advisors Source: stockzoa.comValue ($)Share count

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All positions including Vanguard Health Care ETF held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Health Care ETF by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.0M 24k 253.69
2024-09-30 $7.3M 26k 282.21
2024-06-30 $6.8M 26k 266.00
2024-03-31 $6.9M 26k 270.52
2023-12-31 $6.0M 24k 250.69
2023-09-30 $5.6M 24k 235.10
2023-06-30 $6.0M 3.2M 1.89
2023-03-31 $53k 41k 1.31
2022-12-31 $6.2M 25k 248.05
2022-09-30 $4.4M 20k 223.72
2022-06-30 $4.7M 20k 235.49
2022-03-31 $5.0M 20k 254.38
2021-12-31 $5.5M 21k 266.43
2021-09-30 $5.0M 18k 279.50
2021-06-30 $5.0M 20k 247.13
2021-03-31 $4.7M 20k 228.77