Vanguard Capital Wealth Advisors’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-20,000
| Closed | -$190K | – | 132 |
|
|
2025
Q3 | $190K | Hold |
20,000
| – | – | 0.15% | 123 |
|
|
2025
Q2 | $178K | Hold |
20,000
| – | – | 0.18% | 105 |
|
|
2025
Q1 | $185K | Hold |
20,000
| – | – | 0.23% | 99 |
|
|
2024
Q4 | $183K | Hold |
20,000
| – | – | 0.2% | 100 |
|
|
2024
Q3 | $193K | Hold |
20,000
| – | – | 0.2% | 101 |
|
|
2024
Q2 | $190K | Buy |
20,000
+10,000
| +100% | +$94.1K | 0.13% | 121 |
|
|
2024
Q1 | $94.5K | Buy |
+10,000
| New | +$93.3K | 0.07% | 141 |
|