EWA
EP Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Buy |
33,141
+5,993
| +22% | +$476K | 0.02% | 360 |
|
|
2025
Q1 | $2.14M | Sell |
27,148
-8,106
| -23% | -$640K | 0.02% | 359 |
|
|
2024
Q4 | $2.75M | Sell |
35,254
-152
| -0.4% | -$11.9K | 0.02% | 302 |
|
|
2024
Q3 | $2.81M | Sell |
35,406
-9,726
| -22% | -$772K | 0.02% | 300 |
|
|
2024
Q2 | $3.49M | Buy |
45,132
+2,145
| +5% | +$166K | 0.04% | 214 |
|
|
2024
Q1 | $3.32M | Sell |
42,987
-60,598
| -59% | -$4.68M | 0.04% | 214 |
|
|
2023
Q4 | $8.01M | Buy |
103,585
+61,506
| +146% | +$4.76M | 0.1% | 122 |
|
|
2023
Q3 | $3.16M | Sell |
42,079
-289,170
| -87% | -$21.7M | 0.05% | 193 |
|
|
2023
Q2 | $4.02M | Buy |
331,249
+328,569
| +12,260% | +$3.99M | 0.06% | 170 |
|
|
2023
Q1 | $677K | Sell |
2,680
-342,884
| -99% | -$86.6M | 0.01% | 359 |
|
|
2022
Q4 | $26M | Buy |
345,564
+253,863
| +277% | +$19.1M | 0.47% | 55 |
|
|
2022
Q3 | $6.81M | Sell |
91,701
-127,540
| -58% | -$9.47M | 0.15% | 98 |
|
|
2022
Q2 | $16.7M | Buy |
219,241
+106,585
| +95% | +$8.13M | 0.38% | 60 |
|
|
2022
Q1 | $8.8M | Buy |
112,656
+53,920
| +92% | +$4.21M | 0.19% | 85 |
|
|
2021
Q4 | $4.77M | Buy |
+58,736
| New | +$4.77M | 0.11% | 105 |
|
|
2021
Q3 | – | Sell |
-65,268
| Closed | -$5.4M | – | 564 |
|
|
2021
Q2 | $5.4M | Sell |
65,268
-10,574
| -14% | -$875K | 0.15% | 95 |
|
|
2021
Q1 | $6.26M | Sell |
75,842
-108,963
| -59% | -$8.99M | 0.2% | 80 |
|
|
2020
Q4 | $15.4M | Buy |
184,805
+167,544
| +971% | +$13.9M | 0.54% | 44 |
|
|
2020
Q3 | $1.43M | Sell |
17,261
-779
| -4% | -$64.5K | 0.06% | 135 |
|
|
2020
Q2 | $1.49M | Buy |
18,040
+539
| +3% | +$44.5K | 0.06% | 138 |
|
|
2020
Q1 | $1.38M | Buy |
17,501
+4,558
| +35% | +$360K | 0.07% | 139 |
|
|
2019
Q4 | $1.05M | Buy |
12,943
+142
| +1% | +$11.5K | 0.04% | 186 |
|
|
2019
Q3 | $1.04M | Buy |
12,801
+3,719
| +41% | +$302K | 0.05% | 153 |
|
|
2019
Q2 | $733K | Buy |
+9,082
| New | +$733K | 0.05% | 162 |
|
|
2019
Q1 | – | Sell |
-8,030
| Closed | -$626K | – | 269 |
|
|
2018
Q4 | $626K | Sell |
8,030
-2,081
| -21% | -$162K | 0.05% | 159 |
|
|
2018
Q3 | $790K | Buy |
10,111
+235
| +2% | +$18.4K | 0.06% | 138 |
|
|
2018
Q2 | $771K | Buy |
+9,876
| New | +$771K | 0.07% | 99 |
|
|
2018
Q1 | – | Sell |
-3,915
| Closed | -$310K | – | 220 |
|
|
2017
Q4 | $310K | Buy |
3,915
+715
| +22% | +$56.6K | 0.03% | 142 |
|
|
2017
Q3 | $256K | Sell |
3,200
-876
| -21% | -$70.1K | 0.03% | 149 |
|
|
2017
Q2 | $326K | Buy |
4,076
+376
| +10% | +$30.1K | 0.04% | 129 |
|
|
2017
Q1 | $295K | Buy |
3,700
+550
| +17% | +$43.9K | 0.04% | 117 |
|
|
2016
Q4 | $250K | Buy |
+3,150
| New | +$250K | 0.04% | 121 |
|