EWA
EP Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.01M | Sell |
67,977
-11,272
| -14% | -$830K | 0.03% | 264 |
|
|
2025
Q1 | $5.82M | Sell |
79,249
-1,234
| -2% | -$90.6K | 0.05% | 203 |
|
|
2024
Q4 | $5.79M | Buy |
80,483
+12,106
| +18% | +$871K | 0.05% | 197 |
|
|
2024
Q3 | $5.14M | Sell |
68,377
-3,491
| -5% | -$262K | 0.04% | 219 |
|
|
2024
Q2 | $5.18M | Buy |
71,868
+11,638
| +19% | +$839K | 0.06% | 178 |
|
|
2024
Q1 | $4.37M | Sell |
60,230
-11,091
| -16% | -$806K | 0.05% | 182 |
|
|
2023
Q4 | $5.25M | Sell |
71,321
-67,581
| -49% | -$4.97M | 0.07% | 153 |
|
|
2023
Q3 | $9.69M | Sell |
138,902
-386,711
| -74% | -$27M | 0.15% | 102 |
|
|
2023
Q2 | $9.45M | Hold |
525,613
| – | – | 0.14% | 105 |
|
|
2023
Q1 | $36.4M | Buy |
525,613
+353,686
| +206% | +$24.5M | 0.63% | 37 |
|
|
2022
Q4 | $12.4M | Buy |
171,927
+106,671
| +163% | +$7.66M | 0.22% | 80 |
|
|
2022
Q3 | $4.66M | Buy |
65,256
+38,640
| +145% | +$2.76M | 0.11% | 115 |
|
|
2022
Q2 | $2M | Sell |
26,616
-7,884
| -23% | -$593K | 0.05% | 194 |
|
|
2022
Q1 | $2.74M | Buy |
34,500
+20,281
| +143% | +$1.61M | 0.06% | 168 |
|
|
2021
Q4 | $1.21M | Buy |
14,219
+634
| +5% | +$53.7K | 0.03% | 237 |
|
|
2021
Q3 | $1.16M | Sell |
13,585
-14,905
| -52% | -$1.27M | 0.03% | 224 |
|
|
2021
Q2 | $2.45M | Buy |
28,490
+14,868
| +109% | +$1.28M | 0.07% | 162 |
|
|
2021
Q1 | $1.15M | Buy |
13,622
+6,569
| +93% | +$556K | 0.04% | 215 |
|
|
2020
Q4 | $622K | Sell |
7,053
-1,239
| -15% | -$109K | 0.02% | 236 |
|
|
2020
Q3 | $732K | Sell |
8,292
-9,099
| -52% | -$803K | 0.03% | 188 |
|
|
2020
Q2 | $1.54M | Sell |
17,391
-22,280
| -56% | -$1.97M | 0.07% | 134 |
|
|
2020
Q1 | $3.39M | Sell |
39,671
-46,009
| -54% | -$3.93M | 0.17% | 91 |
|
|
2019
Q4 | $7.19M | Sell |
85,680
-33,902
| -28% | -$2.84M | 0.3% | 61 |
|
|
2019
Q3 | $10.1M | Buy |
+119,582
| New | +$10.1M | 0.5% | 48 |
|
|
2018
Q1 | – | Sell |
-8,059
| Closed | -$657K | – | 204 |
|
|
2017
Q4 | $657K | Sell |
8,059
-6,860
| -46% | -$559K | 0.07% | 96 |
|
|
2017
Q3 | $1.22M | Sell |
14,919
-28,357
| -66% | -$2.32M | 0.14% | 74 |
|
|
2017
Q2 | $3.54M | Sell |
43,276
-36,197
| -46% | -$2.96M | 0.43% | 42 |
|
|
2017
Q1 | $6.44M | Sell |
79,473
-248,931
| -76% | -$20.2M | 0.89% | 39 |
|
|
2016
Q4 | $23.5M | Buy |
+328,404
| New | +$23.5M | 3.43% | 5 |
|
|
2016
Q1 | – | Sell |
-2,611
| Closed | -$211K | – | 140 |
|
|
2015
Q4 | $211K | Sell |
2,611
-279
| -10% | -$22.5K | 0.04% | 139 |
|
|
2015
Q3 | $237K | Hold |
2,890
| – | – | 0.05% | 120 |
|
|
2015
Q2 | $235K | Sell |
2,890
-1,715
| -37% | -$139K | 0.04% | 108 |
|
|
2015
Q1 | $384K | Buy |
4,605
+1,252
| +37% | +$104K | 0.07% | 83 |
|
|
2014
Q4 | $276K | Sell |
3,353
-46,957
| -93% | -$3.87M | 0.05% | 108 |
|
|
2014
Q3 | $4.12M | Buy |
+50,310
| New | +$4.12M | 0.67% | 40 |
|