EverSource Wealth Advisors’s TBG Dividend Focus ETF TBG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
38,076
+15,081
| +66% | +$485K | 0.06% | 232 |
|
|
2025
Q1 | $753K | Buy |
22,995
+11,536
| +101% | +$378K | 0.04% | 297 |
|
|
2024
Q4 | $366K | Buy |
11,459
+2,057
| +22% | +$65.7K | 0.02% | 452 |
|
|
2024
Q3 | $300K | Buy |
9,402
+2,632
| +39% | +$84K | 0.02% | 447 |
|
|
2024
Q2 | $205K | Buy |
6,770
+2,554
| +61% | +$77.2K | 0.01% | 550 |
|
|
2024
Q1 | $119K | Buy |
+4,216
| New | +$119K | 0.01% | 645 |
|