EWA
EverSource Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Buy |
57,743
+1,545
| +3% | +$366K | 0.62% | 36 |
|
|
2025
Q1 | $12.5M | Sell |
56,198
-1,265
| -2% | -$281K | 0.68% | 31 |
|
|
2024
Q4 | $13.8M | Buy |
57,463
+253
| +0.4% | +$60.8K | 0.78% | 28 |
|
|
2024
Q3 | $13.6M | Buy |
57,210
+1,373
| +2% | +$326K | 0.86% | 25 |
|
|
2024
Q2 | $13M | Sell |
55,837
-2,744
| -5% | -$640K | 0.87% | 25 |
|
|
2024
Q1 | $12.5M | Buy |
58,581
+11,504
| +24% | +$2.46M | 0.98% | 22 |
|
|
2023
Q4 | $10M | Buy |
47,077
+1,526
| +3% | +$326K | 0.92% | 22 |
|
|
2023
Q3 | $8.61M | Buy |
45,551
+4,641
| +11% | +$877K | 0.91% | 20 |
|
|
2023
Q2 | $8.14M | Sell |
40,910
-3,461
| -8% | -$688K | 0.9% | 21 |
|
|
2023
Q1 | $8.41M | Buy |
44,371
+2,678
| +6% | +$508K | 1.05% | 17 |
|
|
2022
Q4 | $7.65M | Buy |
41,693
+14,377
| +53% | +$2.64M | 1.16% | 16 |
|
|
2022
Q3 | $4.67M | Buy |
27,316
+6,500
| +31% | +$1.11M | 1.07% | 17 |
|
|
2022
Q2 | $3.67M | Buy |
20,816
+1,294
| +7% | +$228K | 0.94% | 20 |
|
|
2022
Q1 | $4.15M | Buy |
19,522
+4,912
| +34% | +$1.04M | 1.05% | 19 |
|
|
2021
Q4 | $3.3M | Buy |
+14,610
| New | +$3.3M | 0.92% | 23 |
|