EWA
EverSource Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9M | Sell |
116,406
-2,385
| -2% | -$184K | 0.41% | 59 |
|
|
2025
Q1 | $9.1M | Sell |
118,791
-16,479
| -12% | -$1.26M | 0.5% | 51 |
|
|
2024
Q4 | $10.1M | Buy |
135,270
+36,807
| +37% | +$2.75M | 0.57% | 40 |
|
|
2024
Q3 | $7.72M | Buy |
98,463
+2,331
| +2% | +$183K | 0.49% | 52 |
|
|
2024
Q2 | $7.36M | Buy |
96,132
+8,347
| +10% | +$639K | 0.49% | 51 |
|
|
2024
Q1 | $6.43M | Buy |
87,785
+16,190
| +23% | +$1.19M | 0.51% | 51 |
|
|
2023
Q4 | $5.47M | Buy |
71,595
+5,887
| +9% | +$450K | 0.5% | 49 |
|
|
2023
Q3 | $4.75M | Buy |
65,708
+12,861
| +24% | +$930K | 0.5% | 51 |
|
|
2023
Q2 | $3.98M | Buy |
52,847
+5,178
| +11% | +$390K | 0.44% | 61 |
|
|
2023
Q1 | $3.66M | Buy |
47,669
+8,810
| +23% | +$676K | 0.46% | 55 |
|
|
2022
Q4 | $2.89M | Buy |
38,859
+14,668
| +61% | +$1.09M | 0.44% | 59 |
|
|
2022
Q3 | $1.78M | Buy |
24,191
+14,924
| +161% | +$1.1M | 0.41% | 45 |
|
|
2022
Q2 | $719K | Sell |
9,267
-890
| -9% | -$69.1K | 0.19% | 102 |
|
|
2022
Q1 | $832K | Sell |
10,157
-1,279
| -11% | -$105K | 0.21% | 90 |
|
|
2021
Q4 | $1M | Buy |
+11,436
| New | +$1M | 0.28% | 60 |
|