EWA
EP Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
17,774
+6,900
| +63% | +$543K | 0.01% | 492 |
|
|
2025
Q1 | $851K | Sell |
10,874
-6,228
| -36% | -$488K | 0.01% | 546 |
|
|
2024
Q4 | $1.32M | Sell |
17,102
-3,451
| -17% | -$267K | 0.01% | 434 |
|
|
2024
Q3 | $1.62M | Buy |
20,553
+7,295
| +55% | +$574K | 0.01% | 398 |
|
|
2024
Q2 | $1.02M | Sell |
13,258
-8,719
| -40% | -$669K | 0.01% | 387 |
|
|
2024
Q1 | $1.69M | Sell |
21,977
-3,215
| -13% | -$247K | 0.02% | 293 |
|
|
2023
Q4 | $1.94M | Buy |
25,192
+16,978
| +207% | +$1.31M | 0.02% | 263 |
|
|
2023
Q3 | $617K | Sell |
8,214
-9,734
| -54% | -$732K | 0.01% | 419 |
|
|
2023
Q2 | $573K | Hold |
17,948
| – | – | 0.01% | 440 |
|
|
2023
Q1 | $8.64M | Buy |
17,948
+1,759
| +11% | +$847K | 0.15% | 101 |
|
|
2022
Q4 | $1.22M | Sell |
16,189
-254
| -2% | -$19.1K | 0.02% | 257 |
|
|
2022
Q3 | $1.23M | Buy |
16,443
+2,803
| +21% | +$210K | 0.03% | 224 |
|
|
2022
Q2 | $1.05M | Sell |
13,640
-4,284
| -24% | -$329K | 0.02% | 251 |
|
|
2022
Q1 | $1.4M | Sell |
17,924
-3,202
| -15% | -$249K | 0.03% | 231 |
|
|
2021
Q4 | $1.71M | Buy |
21,126
+2,735
| +15% | +$221K | 0.04% | 203 |
|
|
2021
Q3 | $1.51M | Sell |
18,391
-2,551
| -12% | -$209K | 0.04% | 194 |
|
|
2021
Q2 | $1.72M | Buy |
20,942
+11,662
| +126% | +$958K | 0.05% | 193 |
|
|
2021
Q1 | $763K | Buy |
9,280
+644
| +7% | +$53K | 0.02% | 259 |
|
|
2020
Q4 | $716K | Buy |
8,636
+420
| +5% | +$34.8K | 0.03% | 217 |
|
|
2020
Q3 | $682K | Sell |
8,216
-4,223
| -34% | -$351K | 0.03% | 200 |
|
|
2020
Q2 | $1.03M | Buy |
12,439
+1,233
| +11% | +$102K | 0.04% | 173 |
|
|
2020
Q1 | $921K | Buy |
+11,206
| New | +$921K | 0.05% | 179 |
|
|
2019
Q2 | – | Sell |
-7,815
| Closed | -$622K | – | 327 |
|
|
2019
Q1 | $622K | Sell |
7,815
-50,460
| -87% | -$4.02M | 0.06% | 151 |
|
|
2018
Q4 | $4.58M | Sell |
58,275
-123,396
| -68% | -$9.7M | 0.35% | 54 |
|
|
2018
Q3 | $14.2M | Buy |
+181,671
| New | +$14.2M | 1.11% | 25 |
|