EverSource Wealth Advisors’s Vaalco Energy EGY Stock Holding History

EverSource Wealth Advisors’s Portfolio EGY Stock Details EGY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.11K	Sell	649 -14	-2%	-$71	﹤0.01%	3350
2025 Q4	$2.41K	Sell	663 -1,915	-74%	-$7.09K	﹤0.01%	3428
2025 Q3	$10.4K	Sell	2,578 -3,386	-57%	-$13.1K	﹤0.01%	2806
2025 Q2	$21.5K	Buy	5,964 +3,787	+174%	+$13.2K	﹤0.01%	2236
2025 Q1	$8.19K	Buy	2,177 +650	+43%	+$2.71K	﹤0.01%	2225
2024 Q4	$6.67K	Buy	1,527 +836	+121%	+$4.44K	﹤0.01%	2208
2024 Q3	$3.97K	Hold	691	–	–	﹤0.01%	2319
2024 Q2	$4.95K	Hold	691	–	–	﹤0.01%	2225
2024 Q1	$4.42K	Hold	691	–	–	﹤0.01%	2101
2023 Q4	$3.1K	Buy	691 +396	+134%	+$1.74K	﹤0.01%	2041
2023 Q3	$1.29K	Hold	295	–	–	﹤0.01%	2128
2023 Q2	$1.11K	Hold	295	–	–	﹤0.01%	2188
2023 Q1	$1.34K	Hold	295	–	–	﹤0.01%	2049
2022 Q4	$1.34K	Hold	295	–	–	﹤0.01%	2022
2022 Q3	$1K	Hold	295	–	–	﹤0.01%	1810
2022 Q2	$2K	Hold	295	–	–	﹤0.01%	1497
2022 Q1	$2K	Hold	295	–	–	﹤0.01%	1514
2021 Q4	$1K	Buy	+295	New	+$979	﹤0.01%	1693

Other funds holding EGY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return