EverSource Wealth Advisors’s Visteon VC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.9K	Buy	142 +26	+22%	+$2.46K	﹤0.01%	2777
2025 Q4	$11K	Sell	116 -21	-15%	-$2.22K	﹤0.01%	2746
2025 Q3	$16.4K	Buy	137 +20	+17%	+$2.35K	﹤0.01%	2501
2025 Q2	$10.9K	Buy	117 +7	+6%	+$576	﹤0.01%	2753
2025 Q1	$8.54K	Buy	110 +14	+15%	+$1.18K	﹤0.01%	2196
2024 Q4	$8.52K	Buy	96 +58	+153%	+$5.3K	﹤0.01%	2083
2024 Q3	$3.62K	Sell	38 -34,207	-100%	-$3.48M	﹤0.01%	2351
2024 Q2	$3.96M	Sell	34,245 -309	-0.9%	-$34.1K	0.26%	82
2024 Q1	$3.82M	Buy	34,554 +22,614	+189%	+$2.64M	0.3%	75
2023 Q4	$1.49M	Buy	11,940 +11,931	+132,567%	+$1.48M	0.14%	139
2023 Q3	$1.24K	Hold	9	–	–	﹤0.01%	2142
2023 Q2	$1.29K	Hold	9	–	–	﹤0.01%	2142
2023 Q1	$1.41K	Hold	9	–	–	﹤0.01%	2032
2022 Q4	$1.18K	Sell	9 -250	-97%	-$33.3K	﹤0.01%	2045
2022 Q3	$28K	Hold	259	–	–	0.01%	796
2022 Q2	$27K	Hold	259	–	–	0.01%	756
2022 Q1	$28K	Hold	259	–	–	0.01%	593
2021 Q4	$29K	Buy	+259	New	+$28.8K	0.01%	548

Other funds holding VC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return