Vanguard Capital Wealth Advisors
EVM

Vanguard Capital Wealth Advisors’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio EVM Stock Details EVM Fund Activity
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

Vanguard Capital Wealth Advisors's EVM Position: Q4 2025 in Review

Vanguard Capital Wealth Advisors sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q4 2025, closing a stake of 20,000 shares — an estimated $190K sold.

Vanguard Capital Wealth Advisors first reported a position in EVM in Q1 2024 and held it in 7 quarters. The position peaked at $193K in Q3 2024. 0 funds tracked by Wall St. Rank hold EVM as of Q4 2025.

  • Vanguard Capital Wealth Advisors reported no remaining Eaton Vance California Municipal Bond Fund position as of Q4 2025 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 20,000 Eaton Vance California Municipal Bond Fund shares in Q4 2025, an estimated $190K.
  • Vanguard Capital Wealth Advisors first reported a position in Eaton Vance California Municipal Bond Fund in Q1 2024 and held it in 7 quarters.
  • Vanguard Capital Wealth Advisors's Eaton Vance California Municipal Bond Fund position peaked at $193K in Q3 2024.
  • 0 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2025.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.