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EP Wealth Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

EP Wealth Advisors’s Portfolio VCRB Stock Details VCRB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,054
Closed -$236K – 1478
2025
Q1 		$236K Sell
3,054
-661
-18% -$51.2K ﹤0.01% 1045
2024
Q4 		$282K Buy
+3,715
New +$282K ﹤0.01% 896