EWA
EverSource Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.57M | Buy |
89,190
+16,443
| +23% | +$1.21M | 0.3% | 79 |
|
|
2025
Q1 | $5.34M | Buy |
72,747
+51,173
| +237% | +$3.76M | 0.29% | 77 |
|
|
2024
Q4 | $1.55M | Buy |
21,574
+11,246
| +109% | +$809K | 0.09% | 183 |
|
|
2024
Q3 | $776K | Buy |
10,328
+176
| +2% | +$13.2K | 0.05% | 258 |
|
|
2024
Q2 | $746K | Sell |
10,152
-739
| -7% | -$54.3K | 0.05% | 253 |
|
|
2024
Q1 | $770K | Buy |
10,891
+1,078
| +11% | +$76.2K | 0.06% | 216 |
|
|
2023
Q4 | $722K | Buy |
9,813
+2,747
| +39% | +$202K | 0.07% | 202 |
|
|
2023
Q3 | $493K | Sell |
7,066
-5,221
| -42% | -$364K | 0.05% | 232 |
|
|
2023
Q2 | $893K | Buy |
12,287
+5,551
| +82% | +$403K | 0.1% | 167 |
|
|
2023
Q1 | $497K | Buy |
6,736
+1,575
| +31% | +$116K | 0.06% | 217 |
|
|
2022
Q4 | $371K | Buy |
5,161
+269
| +5% | +$19.3K | 0.06% | 239 |
|
|
2022
Q3 | $349K | Buy |
4,892
+191
| +4% | +$13.6K | 0.08% | 216 |
|
|
2022
Q2 | $354K | Sell |
4,701
-2,396
| -34% | -$180K | 0.09% | 193 |
|
|
2022
Q1 | $565K | Sell |
7,097
-848
| -11% | -$67.5K | 0.14% | 134 |
|
|
2021
Q4 | $673K | Buy |
+7,945
| New | +$673K | 0.19% | 94 |
|