EWA
EverSource Wealth Advisors’s Vanguard Total International Bond ETF BNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.5M | Buy |
373,805
+4,681
| +1% | +$232K | 0.84% | 25 |
|
|
2025
Q1 | $18M | Buy |
369,124
+6,384
| +2% | +$312K | 0.99% | 23 |
|
|
2024
Q4 | $17.8M | Buy |
362,740
+19,859
| +6% | +$974K | 1% | 21 |
|
|
2024
Q3 | $17.2M | Buy |
342,881
+6,856
| +2% | +$345K | 1.09% | 20 |
|
|
2024
Q2 | $16.7M | Buy |
336,025
+30,889
| +10% | +$1.53M | 1.11% | 20 |
|
|
2024
Q1 | $14.8M | Buy |
305,136
+62,333
| +26% | +$3.02M | 1.16% | 16 |
|
|
2023
Q4 | $12M | Buy |
242,803
+26,949
| +12% | +$1.33M | 1.1% | 16 |
|
|
2023
Q3 | $10.3M | Buy |
215,854
+38,958
| +22% | +$1.86M | 1.09% | 16 |
|
|
2023
Q2 | $8.65M | Buy |
176,896
+17,440
| +11% | +$852K | 0.95% | 19 |
|
|
2023
Q1 | $7.8M | Buy |
159,456
+31,985
| +25% | +$1.56M | 0.97% | 20 |
|
|
2022
Q4 | $6.05M | Buy |
127,471
+45,264
| +55% | +$2.15M | 0.92% | 22 |
|
|
2022
Q3 | $3.92M | Buy |
82,207
+48,111
| +141% | +$2.3M | 0.9% | 20 |
|
|
2022
Q2 | $1.69M | Buy |
34,096
+889
| +3% | +$44K | 0.44% | 47 |
|
|
2022
Q1 | $1.74M | Buy |
33,207
+1,868
| +6% | +$98K | 0.44% | 45 |
|
|
2021
Q4 | $1.73M | Buy |
+31,339
| New | +$1.73M | 0.48% | 39 |
|