EWA
EP Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470M | Buy |
6,071,963
+677,443
| +13% | +$52.4M | 3.09% | 2 |
|
|
2025
Q1 | $413M | Buy |
5,394,520
+819,212
| +18% | +$62.7M | 3.3% | 3 |
|
|
2024
Q4 | $342M | Buy |
4,575,308
+1,537,319
| +51% | +$115M | 2.79% | 4 |
|
|
2024
Q3 | $238M | Buy |
3,037,989
+844,917
| +39% | +$66.2M | 2.05% | 7 |
|
|
2024
Q2 | $164M | Buy |
2,193,072
+592,113
| +37% | +$44.3M | 1.74% | 10 |
|
|
2024
Q1 | $121M | Buy |
1,600,959
+520,787
| +48% | +$39.3M | 1.41% | 14 |
|
|
2023
Q4 | $82.5M | Buy |
1,080,172
+540,234
| +100% | +$41.3M | 1.05% | 20 |
|
|
2023
Q3 | $39M | Buy |
539,938
+497,253
| +1,165% | +$36M | 0.61% | 42 |
|
|
2023
Q2 | $17.6M | Buy |
42,685
+24,051
| +129% | +$9.93M | 0.25% | 76 |
|
|
2023
Q1 | $629K | Sell |
18,634
-138,446
| -88% | -$4.68M | 0.01% | 372 |
|
|
2022
Q4 | $11.7M | Buy |
157,080
+23,403
| +18% | +$1.74M | 0.21% | 82 |
|
|
2022
Q3 | $9.82M | Buy |
133,677
+9,725
| +8% | +$715K | 0.22% | 79 |
|
|
2022
Q2 | $9.63M | Buy |
123,952
+79,365
| +178% | +$6.16M | 0.22% | 77 |
|
|
2022
Q1 | $3.65M | Buy |
44,587
+185
| +0.4% | +$15.2K | 0.08% | 143 |
|
|
2021
Q4 | $3.89M | Buy |
44,402
+3,949
| +10% | +$346K | 0.09% | 126 |
|
|
2021
Q3 | $3.62M | Sell |
40,453
-733
| -2% | -$65.6K | 0.1% | 115 |
|
|
2021
Q2 | $3.71M | Buy |
41,186
+20,885
| +103% | +$1.88M | 0.1% | 125 |
|
|
2021
Q1 | $1.8M | Buy |
20,301
+3,111
| +18% | +$276K | 0.06% | 174 |
|
|
2020
Q4 | $1.6M | Buy |
17,190
+994
| +6% | +$92.3K | 0.06% | 144 |
|
|
2020
Q3 | $1.51M | Sell |
16,196
-21
| -0.1% | -$1.96K | 0.07% | 130 |
|
|
2020
Q2 | $1.51M | Sell |
16,217
-33
| -0.2% | -$3.08K | 0.06% | 136 |
|
|
2020
Q1 | $1.45M | Buy |
+16,250
| New | +$1.45M | 0.07% | 136 |
|