EverSource Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Buy |
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|
2025
Q1 | $12.5M | Sell |
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|
2024
Q4 | $13.8M | Buy |
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|
2024
Q3 | $13.6M | Buy |
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|
2024
Q2 | $13M | Sell |
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|
2024
Q1 | $12.5M | Buy |
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|
2023
Q4 | $10M | Buy |
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|
2023
Q3 | $8.61M | Buy |
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|
2023
Q2 | $8.14M | Sell |
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|
2023
Q1 | $8.41M | Buy |
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|
2022
Q4 | $7.65M | Buy |
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|
2022
Q3 | $4.67M | Buy |
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|
2022
Q2 | $3.67M | Buy |
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|
2022
Q1 | $4.15M | Buy |
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|
2021
Q4 | $3.3M | Buy |
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