EWA
EP Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $862K | Sell |
14,405
-3,519
| -20% | -$210K | 0.01% | 601 |
|
|
2025
Q1 | $1.06M | Sell |
17,924
-5,518
| -24% | -$328K | 0.01% | 486 |
|
|
2024
Q4 | $1.36M | Sell |
23,442
-9,384
| -29% | -$544K | 0.01% | 424 |
|
|
2024
Q3 | $1.98M | Sell |
32,826
-5,101
| -13% | -$308K | 0.02% | 361 |
|
|
2024
Q2 | $2.21M | Buy |
37,927
+35,322
| +1,356% | +$2.06M | 0.02% | 261 |
|
|
2024
Q1 | $153K | Sell |
2,605
-2,547
| -49% | -$149K | ﹤0.01% | 765 |
|
|
2023
Q4 | $306K | Buy |
+5,152
| New | +$306K | ﹤0.01% | 612 |
|
|
2023
Q2 | – | Sell |
-48,297
| Closed | -$4.68M | – | 727 |
|
|
2023
Q1 | $4.68M | Sell |
48,297
-5,692
| -11% | -$552K | 0.08% | 141 |
|
|
2022
Q4 | $3.16M | Buy |
53,989
+405
| +0.8% | +$23.7K | 0.06% | 172 |
|
|
2022
Q3 | $3.13M | Buy |
53,584
+526
| +1% | +$30.7K | 0.07% | 150 |
|
|
2022
Q2 | $3.25M | Sell |
53,058
-1,647
| -3% | -$101K | 0.07% | 147 |
|
|
2022
Q1 | $3.44M | Sell |
54,705
-5,860
| -10% | -$369K | 0.08% | 146 |
|
|
2021
Q4 | $4.03M | Sell |
60,565
-16,021
| -21% | -$1.06M | 0.1% | 122 |
|
|
2021
Q3 | $5.17M | Sell |
76,586
-41,900
| -35% | -$2.83M | 0.14% | 88 |
|
|
2021
Q2 | $8.04M | Sell |
118,486
-76,200
| -39% | -$5.17M | 0.22% | 73 |
|
|
2021
Q1 | $13.1M | Sell |
194,686
-73,608
| -27% | -$4.95M | 0.42% | 51 |
|
|
2020
Q4 | $18.6M | Buy |
+268,294
| New | +$18.6M | 0.65% | 35 |
|