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Vanguard Mun Bd Fd Inc Lt Txex shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Vanguard Mun Bd Fd Inc Lt Txex (VWLUX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Vanguard Mun Bd Fd Inc Lt Txex

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All positions including Vanguard Mun Bd Fd Inc Lt Txex 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 Lt Txex by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 144k 11.07
2024-06-30 $1.5M 142k 10.85
2024-03-31 $1.5M 141k 10.90
2022-03-31 $195k 17k 11.23
2021-12-31 $468k 39k 12.12
2021-09-30 $448k 37k 12.14
2021-06-30 $402k 33k 12.25
2021-03-31 $487k 40k 12.22

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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)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
Apple Common Stock (AAPL)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Microsoft Corp Common Stock (MSFT)
Airbnb Common Stock (ABNB)
Costco Wholesale Corp Common Stock (COST)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
AB Income Advisor Mutual Fund (ACGYX)

View all positions for Encompass Wealth Advisors

Top funds holding Vanguard Mun Bd Fd Inc Lt Txex

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