EverSource Wealth Advisors’s Marriott Vacations Worldwide VAC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.9K	Sell	351 -53	-13%	-$3.28K	﹤0.01%	2422
2025 Q4	$23.3K	Buy	404 +263	+187%	+$15.5K	﹤0.01%	2282
2025 Q3	$9.38K	Buy	141 +7	+5%	+$540	﹤0.01%	2854
2025 Q2	$9.69K	Buy	134 +115	+605%	+$7.26K	﹤0.01%	2827
2025 Q1	$1.23K	Sell	19 -242	-93%	-$19.2K	﹤0.01%	3153
2024 Q4	$23.4K	Buy	261 +198	+314%	+$17.1K	﹤0.01%	1531
2024 Q3	$4.63K	Buy	63 +12	+24%	+$927	﹤0.01%	2259
2024 Q2	$4.31K	Buy	51 +6	+13%	+$569	﹤0.01%	2270
2024 Q1	$4.33K	Sell	45 -79	-64%	-$7.13K	﹤0.01%	2114
2023 Q4	$10.5K	Sell	124 -126	-50%	-$10.8K	﹤0.01%	1535
2023 Q3	$25.2K	Buy	250 +165	+194%	+$18.8K	﹤0.01%	1042
2023 Q2	$10.4K	Buy	85 +69	+431%	+$8.93K	﹤0.01%	1420
2023 Q1	$2.16K	Sell	16 -14	-47%	-$2.08K	﹤0.01%	1916
2022 Q4	$4.04K	Hold	30	–	–	﹤0.01%	1688
2022 Q3	$4K	Sell	30 -401	-93%	-$54.4K	﹤0.01%	1480
2022 Q2	$50K	Buy	431 +401	+1,337%	+$56.4K	0.01%	633
2022 Q1	$5K	Hold	30	–	–	﹤0.01%	1297
2021 Q4	$5K	Buy	+30	New	+$4.82K	﹤0.01%	1283

Other funds holding VAC

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

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

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

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Hotchkis & Wiley Capital Management

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