EWA
EverSource Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2M | Buy |
241,092
+1,954
| +0.8% | +$155K | 0.87% | 24 |
|
|
2025
Q1 | $18.9M | Sell |
239,138
-11,504
| -5% | -$908K | 1.04% | 20 |
|
|
2024
Q4 | $19.6M | Sell |
250,642
-8,241
| -3% | -$643K | 1.1% | 19 |
|
|
2024
Q3 | $20.6M | Buy |
258,883
+5,440
| +2% | +$432K | 1.3% | 12 |
|
|
2024
Q2 | $19.8M | Sell |
253,443
-17,545
| -6% | -$1.37M | 1.32% | 11 |
|
|
2024
Q1 | $20.7M | Sell |
270,988
-41,595
| -13% | -$3.18M | 1.63% | 8 |
|
|
2023
Q4 | $24.2M | Buy |
312,583
+19,976
| +7% | +$1.55M | 2.22% | 6 |
|
|
2023
Q3 | $22M | Buy |
292,607
+29,834
| +11% | +$2.24M | 2.33% | 5 |
|
|
2023
Q2 | $19.9M | Buy |
262,773
+9,497
| +4% | +$719K | 2.19% | 5 |
|
|
2023
Q1 | $19.3M | Buy |
253,276
+9,183
| +4% | +$700K | 2.4% | 5 |
|
|
2022
Q4 | $18.4M | Buy |
244,093
+7,212
| +3% | +$542K | 2.78% | 2 |
|
|
2022
Q3 | $17.6M | Sell |
236,881
-14,552
| -6% | -$1.08M | 4.03% | 1 |
|
|
2022
Q2 | $19.2M | Buy |
251,433
+81,558
| +48% | +$6.22M | 4.94% | 1 |
|
|
2022
Q1 | $13.3M | Sell |
169,875
-56,409
| -25% | -$4.4M | 3.36% | 5 |
|
|
2021
Q4 | $18.4M | Buy |
+226,284
| New | +$18.4M | 5.15% | 2 |
|