EWA
EverSource Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.93M | Sell |
113,983
-849
| -0.7% | -$59K | 0.36% | 68 |
|
|
2025
Q1 | $8.09M | Buy |
114,832
+1,315
| +1% | +$92.6K | 0.44% | 55 |
|
|
2024
Q4 | $7.77M | Buy |
113,517
+8,721
| +8% | +$597K | 0.44% | 55 |
|
|
2024
Q3 | $7.88M | Buy |
104,796
+1,701
| +2% | +$128K | 0.5% | 51 |
|
|
2024
Q2 | $7.46M | Buy |
103,095
+7,918
| +8% | +$573K | 0.5% | 49 |
|
|
2024
Q1 | $6.49M | Buy |
95,177
+21,383
| +29% | +$1.46M | 0.51% | 49 |
|
|
2023
Q4 | $5.5M | Buy |
73,794
+8,305
| +13% | +$619K | 0.5% | 48 |
|
|
2023
Q3 | $4.39M | Buy |
65,489
+13,807
| +27% | +$926K | 0.47% | 57 |
|
|
2023
Q2 | $3.87M | Buy |
51,682
+6,078
| +13% | +$455K | 0.43% | 62 |
|
|
2023
Q1 | $3.5M | Buy |
45,604
+9,538
| +26% | +$731K | 0.44% | 60 |
|
|
2022
Q4 | $2.61M | Buy |
36,066
+13,411
| +59% | +$971K | 0.4% | 63 |
|
|
2022
Q3 | $1.63M | Buy |
22,655
+14,222
| +169% | +$1.02M | 0.37% | 47 |
|
|
2022
Q2 | $672K | Buy |
8,433
+264
| +3% | +$21K | 0.17% | 109 |
|
|
2022
Q1 | $749K | Buy |
8,169
+588
| +8% | +$53.9K | 0.19% | 105 |
|
|
2021
Q4 | $780K | Buy |
+7,581
| New | +$780K | 0.22% | 73 |
|