EWA
EverSource Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Buy |
14,063
+561
| +4% | +$109K | 0.12% | 137 |
|
|
2025
Q1 | $2.52M | Sell |
13,502
-3,456
| -20% | -$644K | 0.14% | 131 |
|
|
2024
Q4 | $3.36M | Buy |
16,958
+3,056
| +22% | +$606K | 0.19% | 109 |
|
|
2024
Q3 | $2.79M | Sell |
13,902
-344
| -2% | -$69.1K | 0.18% | 112 |
|
|
2024
Q2 | $2.83M | Buy |
14,246
+85
| +0.6% | +$16.9K | 0.19% | 109 |
|
|
2024
Q1 | $2.55M | Sell |
14,161
-144
| -1% | -$26K | 0.2% | 104 |
|
|
2023
Q4 | $2.57M | Sell |
14,305
-930
| -6% | -$167K | 0.24% | 95 |
|
|
2023
Q3 | $2.43M | Sell |
15,235
-538
| -3% | -$85.8K | 0.26% | 88 |
|
|
2023
Q2 | $2.61M | Sell |
15,773
-671
| -4% | -$111K | 0.29% | 84 |
|
|
2023
Q1 | $2.61M | Sell |
16,444
-494
| -3% | -$78.4K | 0.33% | 80 |
|
|
2022
Q4 | $2.69M | Sell |
16,938
-38
| -0.2% | -$6.03K | 0.41% | 60 |
|
|
2022
Q3 | $2.44M | Sell |
16,976
-1,358
| -7% | -$195K | 0.56% | 37 |
|
|
2022
Q2 | $2.75M | Sell |
18,334
-109
| -0.6% | -$16.3K | 0.71% | 29 |
|
|
2022
Q1 | $3.24M | Sell |
18,443
-91
| -0.5% | -$16K | 0.82% | 27 |
|
|
2021
Q4 | $3.32M | Buy |
+18,534
| New | +$3.32M | 0.93% | 22 |
|