Vanguard Scottsdale Fds cmn shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Vanguard Scottsdale Fds cmn (VTHR) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Vanguard Scottsdale Fds cmn
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Scottsdale Fds cmn held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Scottsdale Fds cmn by EP Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $348k | 1.4k | 253.67 |
2024-06-30 | $300k | 1.3k | 239.60 |
2024-03-31 | $291k | 1.3k | 232.96 |
2023-12-31 | $266k | 1.3k | 212.83 |
2023-03-31 | $22M | 437k | 50.66 |
2022-12-31 | $9.3M | 54k | 171.75 |
2022-09-30 | $8.6M | 54k | 161.11 |
2022-06-30 | $9.3M | 55k | 169.00 |
2022-03-31 | $11M | 54k | 203.93 |
2021-12-31 | $12M | 54k | 215.71 |
2021-09-30 | $11M | 53k | 198.07 |
2021-06-30 | $11M | 53k | 199.11 |
2021-03-31 | $10M | 55k | 184.86 |
2020-12-31 | $9.5M | 55k | 174.09 |