EWA
EverSource Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Buy |
1,353
+639
| +89% | +$140K | 0.01% | 674 |
|
|
2025
Q1 | $156K | Buy |
714
+491
| +220% | +$107K | 0.01% | 753 |
|
|
2024
Q4 | $47.1K | Hold |
223
| – | – | ﹤0.01% | 1216 |
|
|
2024
Q3 | $48.7K | Hold |
223
| – | – | ﹤0.01% | 1085 |
|
|
2024
Q2 | $46.2K | Hold |
223
| – | – | ﹤0.01% | 1122 |
|
|
2024
Q1 | $44.8K | Buy |
223
+142
| +175% | +$28.5K | ﹤0.01% | 1025 |
|
|
2023
Q4 | $15.5K | Sell |
81
-474
| -85% | -$90.5K | ﹤0.01% | 1364 |
|
|
2023
Q3 | $101K | Buy |
555
+381
| +219% | +$69.6K | 0.01% | 562 |
|
|
2023
Q2 | $33.8K | Buy |
174
+105
| +152% | +$20.4K | ﹤0.01% | 979 |
|
|
2023
Q1 | $13.4K | Sell |
69
-7
| -9% | -$1.36K | ﹤0.01% | 1246 |
|
|
2022
Q4 | $14.6K | Buy |
76
+72
| +1,800% | +$13.8K | ﹤0.01% | 1186 |
|
|
2022
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 1917 |
|
|
2022
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 1681 |
|
|
2022
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 1669 |
|
|
2021
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1737 |
|