EWA
EverSource Wealth Advisors’s Vanguard Mega Cap Value ETF MGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.84M | Sell |
36,923
-210
| -0.6% | -$27.6K | 0.22% | 99 |
|
|
2025
Q1 | $4.78M | Sell |
37,133
-1,725
| -4% | -$222K | 0.26% | 85 |
|
|
2024
Q4 | $4.85M | Sell |
38,858
-479
| -1% | -$59.8K | 0.27% | 80 |
|
|
2024
Q3 | $5.05M | Buy |
39,337
+42
| +0.1% | +$5.39K | 0.32% | 72 |
|
|
2024
Q2 | $4.87M | Sell |
39,295
-284
| -0.7% | -$35.2K | 0.32% | 71 |
|
|
2024
Q1 | $4.56M | Sell |
39,579
-1,379
| -3% | -$159K | 0.36% | 68 |
|
|
2023
Q4 | $4.48M | Buy |
40,958
+1,260
| +3% | +$138K | 0.41% | 61 |
|
|
2023
Q3 | $4.03M | Sell |
39,698
-751
| -2% | -$76.2K | 0.43% | 64 |
|
|
2023
Q2 | $4.2M | Buy |
40,449
+400
| +1% | +$41.5K | 0.46% | 56 |
|
|
2023
Q1 | $4.05M | Sell |
40,049
-119
| -0.3% | -$12K | 0.5% | 51 |
|
|
2022
Q4 | $4.13M | Buy |
40,168
+207
| +0.5% | +$21.3K | 0.63% | 34 |
|
|
2022
Q3 | $3.59M | Sell |
39,961
-4,157
| -9% | -$374K | 0.82% | 23 |
|
|
2022
Q2 | $4.24M | Sell |
44,118
-10,502
| -19% | -$1.01M | 1.09% | 15 |
|
|
2022
Q1 | $5.86M | Sell |
54,620
-4,232
| -7% | -$454K | 1.49% | 13 |
|
|
2021
Q4 | $6.29M | Buy |
+58,852
| New | +$6.29M | 1.76% | 12 |
|