EWA
EverSource Wealth Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Sell |
21,799
-122
| -0.6% | -$10.1K | 0.08% | 179 |
|
|
2025
Q1 | $1.79M | Sell |
21,921
-3,701
| -14% | -$303K | 0.1% | 164 |
|
|
2024
Q4 | $2.06M | Buy |
25,622
+3,518
| +16% | +$282K | 0.12% | 145 |
|
|
2024
Q3 | $1.85M | Sell |
22,104
-407
| -2% | -$34.1K | 0.12% | 147 |
|
|
2024
Q2 | $1.84M | Sell |
22,511
-2,762
| -11% | -$226K | 0.12% | 143 |
|
|
2024
Q1 | $1.98M | Sell |
25,273
-2,187
| -8% | -$171K | 0.16% | 119 |
|
|
2023
Q4 | $2.23M | Sell |
27,460
-5,033
| -15% | -$409K | 0.2% | 105 |
|
|
2023
Q3 | $2.47M | Sell |
32,493
-26
| -0.1% | -$1.98K | 0.26% | 87 |
|
|
2023
Q2 | $2.57M | Sell |
32,519
-282
| -0.9% | -$22.3K | 0.28% | 87 |
|
|
2023
Q1 | $2.63M | Sell |
32,801
-1,362
| -4% | -$109K | 0.33% | 79 |
|
|
2022
Q4 | $2.65M | Sell |
34,163
-90
| -0.3% | -$6.98K | 0.4% | 62 |
|
|
2022
Q3 | $2.59M | Sell |
34,253
-5,887
| -15% | -$445K | 0.59% | 35 |
|
|
2022
Q2 | $3.21M | Sell |
40,140
-3,249
| -7% | -$260K | 0.83% | 24 |
|
|
2022
Q1 | $3.73M | Sell |
43,389
-2,527
| -6% | -$217K | 0.95% | 22 |
|
|
2021
Q4 | $4.26M | Buy |
+45,916
| New | +$4.26M | 1.19% | 16 |
|