EverSource Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.93M Sell
2025
Q1
$8.09M Buy
2024
Q4
$7.77M Buy
2024
Q3
$7.88M Buy
2024
Q2
$7.46M Buy
2024
Q1
$6.49M Buy
2023
Q4
$5.5M Buy
2023
Q3
$4.39M Buy
2023
Q2
$3.87M Buy
2023
Q1
$3.5M Buy
2022
Q4
$2.61M Buy
2022
Q3
$1.63M Buy
2022
Q2
$672K Buy
2022
Q1
$749K Buy
2021
Q4
$780K Buy