EWA
EverSource Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.1M | Sell |
332,107
-5,314
| -2% | -$418K | 1.18% | 14 |
|
|
2025
Q1 | $26.4M | Buy |
337,421
+58,161
| +21% | +$4.55M | 1.45% | 7 |
|
|
2024
Q4 | $21.6M | Buy |
279,260
+63,414
| +29% | +$4.9M | 1.21% | 15 |
|
|
2024
Q3 | $17M | Buy |
215,846
+3,214
| +2% | +$253K | 1.08% | 21 |
|
|
2024
Q2 | $16.5M | Buy |
212,632
+21,907
| +11% | +$1.7M | 1.1% | 21 |
|
|
2024
Q1 | $14.5M | Buy |
190,725
+39,607
| +26% | +$3.01M | 1.14% | 17 |
|
|
2023
Q4 | $11.6M | Buy |
151,118
+17,030
| +13% | +$1.31M | 1.07% | 18 |
|
|
2023
Q3 | $10.1M | Buy |
134,088
+18,175
| +16% | +$1.37M | 1.07% | 17 |
|
|
2023
Q2 | $8.76M | Buy |
115,913
+11,760
| +11% | +$889K | 0.97% | 18 |
|
|
2023
Q1 | $7.97M | Buy |
104,153
+13,484
| +15% | +$1.03M | 0.99% | 18 |
|
|
2022
Q4 | $6.83M | Buy |
90,669
+36,970
| +69% | +$2.78M | 1.03% | 18 |
|
|
2022
Q3 | $4.02M | Buy |
53,699
+27,059
| +102% | +$2.02M | 0.92% | 19 |
|
|
2022
Q2 | $2.05M | Buy |
26,640
+5,787
| +28% | +$444K | 0.53% | 38 |
|
|
2022
Q1 | $1.63M | Buy |
20,853
+1,185
| +6% | +$92.3K | 0.41% | 49 |
|
|
2021
Q4 | $1.59M | Buy |
+19,668
| New | +$1.59M | 0.45% | 44 |
|