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Vanguard Mun Bd Fd Inc Inter T mutual funds shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Vanguard Mun Bd Fd Inc Inter T mutual funds (VCADX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Vanguard Mun Bd Fd Inc Inter T mutual funds

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All positions including Vanguard Mun Bd Fd Inc Inter T mutual funds 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 Mun Bd Fd Inc Inter T mutual funds by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $577k 53k 10.85
2023-06-30 $590k 53k 11.22
2023-03-31 $473k 42k 11.33
2022-12-31 $512k 46k 11.13
2022-09-30 $833k 77k 10.78
2022-06-30 $917k 83k 11.11
2022-03-31 $1.6M 140k 11.46
2021-12-31 $2.7M 224k 12.20
2021-09-30 $3.5M 283k 12.20
2021-06-30 $3.3M 272k 12.29
2021-03-31 $4.3M 353k 12.29

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

Top funds holding Vanguard Mun Bd Fd Inc Inter T mutual funds

Westside Investment Management

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