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Vanguard Ca Long-term Tax-exempt shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Vanguard Ca Long-term Tax-exempt (VCLAX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Vanguard Ca Long-term Tax-exempt

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Ca Long-term Tax-exempt held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Ca Long-term Tax-exempt by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $438k 41k 10.73
2023-06-30 $455k 40k 11.28
2023-03-31 $456k 40k 11.36
2022-12-31 $445k 40k 11.11
2022-09-30 $723k 68k 10.64
2022-06-30 $751k 68k 11.10
2022-03-31 $1.2M 100k 11.75
2021-12-31 $2.4M 190k 12.68
2021-09-30 $2.8M 221k 12.70
2021-06-30 $2.7M 212k 12.82
2021-03-31 $4.1M 320k 12.78

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Airbnb Common Stock (ABNB)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Vanguard PRIMECAP Core Inv Mutual Fund (VPCCX)
Costco Wholesale Corp Common Stock (COST)

View all positions for Encompass Wealth Advisors