EWA
EverSource Wealth Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.21M | Sell |
14,215
-990
| -7% | -$363K | 0.24% | 93 |
|
|
2025
Q1 | $4.7M | Sell |
15,205
-131
| -0.9% | -$40.5K | 0.26% | 88 |
|
|
2024
Q4 | $5.27M | Sell |
15,336
-324
| -2% | -$111K | 0.3% | 76 |
|
|
2024
Q3 | $5.04M | Sell |
15,660
-20
| -0.1% | -$6.44K | 0.32% | 73 |
|
|
2024
Q2 | $4.81M | Sell |
15,680
-1,079
| -6% | -$331K | 0.32% | 72 |
|
|
2024
Q1 | $4.58M | Sell |
16,759
-530
| -3% | -$145K | 0.36% | 67 |
|
|
2023
Q4 | $4.49M | Sell |
17,289
-658
| -4% | -$171K | 0.41% | 60 |
|
|
2023
Q3 | $4.07M | Sell |
17,947
-679
| -4% | -$154K | 0.43% | 63 |
|
|
2023
Q2 | $4.38M | Sell |
18,626
-126
| -0.7% | -$29.7K | 0.48% | 50 |
|
|
2023
Q1 | $3.84M | Buy |
18,752
+624
| +3% | +$128K | 0.48% | 53 |
|
|
2022
Q4 | $3.12M | Sell |
18,128
-32
| -0.2% | -$5.51K | 0.47% | 55 |
|
|
2022
Q3 | $3.17M | Sell |
18,160
-1,684
| -8% | -$293K | 0.72% | 27 |
|
|
2022
Q2 | $3.61M | Sell |
19,844
-442
| -2% | -$80.3K | 0.93% | 21 |
|
|
2022
Q1 | $4.78M | Sell |
20,286
-4,967
| -20% | -$1.17M | 1.21% | 16 |
|
|
2021
Q4 | $6.59M | Buy |
+25,253
| New | +$6.59M | 1.84% | 11 |
|