VBWMG
EVM

Von Berge Wealth Management Group’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Von Berge Wealth Management Group’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
Q2 		– Sell
-10,352
Closed -$92.8K – 65
2025
Q1 		$92.8K Hold
10,352
– – 0.06% 63
2024
Q4 		$97.6K Buy
+10,352
New +$97.3K 0.06% 64

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IA
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AAM
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GC
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HWAM
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Wells Fargo
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Morgan Stanley
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Von Berge Wealth Management Group's EVM Position: Q2 2025 in Review

Von Berge Wealth Management Group sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q2 2025, closing a stake of 10,352 shares — an estimated $92.8K sold.

Von Berge Wealth Management Group first reported a position in EVM in Q4 2024 and held it in 2 quarters. The position peaked at $97.6K in Q4 2024. 50 funds tracked by Wall St. Rank hold EVM as of Q2 2025.

  • Von Berge Wealth Management Group reported no remaining Eaton Vance California Municipal Bond Fund position as of Q2 2025 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 10,352 Eaton Vance California Municipal Bond Fund shares in Q2 2025, an estimated $92.8K.
  • Von Berge Wealth Management Group first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2024 and held it in 2 quarters.
  • Von Berge Wealth Management Group's Eaton Vance California Municipal Bond Fund position peaked at $97.6K in Q4 2024.
  • 50 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q2 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q2 2025, filed 24 Jul 2025.