EWA
EverSource Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63M | Sell |
1,104,693
-80,135
| -7% | -$4.57M | 2.84% | 2 |
|
|
2025
Q1 | $60.2M | Sell |
1,184,828
-18,694
| -2% | -$950K | 3.31% | 2 |
|
|
2024
Q4 | $57.6M | Buy |
1,203,522
+71,638
| +6% | +$3.43M | 3.24% | 2 |
|
|
2024
Q3 | $59.8M | Buy |
1,131,884
+12,246
| +1% | +$647K | 3.78% | 2 |
|
|
2024
Q2 | $57M | Buy |
1,119,638
+84,747
| +8% | +$4.31M | 3.79% | 1 |
|
|
2024
Q1 | $50.2M | Buy |
1,034,891
+131,115
| +15% | +$6.35M | 3.94% | 1 |
|
|
2023
Q4 | $43.3M | Buy |
903,776
+62,509
| +7% | +$2.99M | 3.97% | 1 |
|
|
2023
Q3 | $36.8M | Buy |
841,267
+119,516
| +17% | +$5.23M | 3.9% | 1 |
|
|
2023
Q2 | $33.3M | Buy |
721,751
+43,639
| +6% | +$2.02M | 3.67% | 1 |
|
|
2023
Q1 | $30.6M | Buy |
678,112
+49,877
| +8% | +$2.25M | 3.81% | 1 |
|
|
2022
Q4 | $26.4M | Buy |
628,235
+149,353
| +31% | +$6.27M | 3.99% | 1 |
|
|
2022
Q3 | $17.4M | Buy |
478,882
+113,885
| +31% | +$4.14M | 3.99% | 2 |
|
|
2022
Q2 | $14.9M | Buy |
364,997
+25,713
| +8% | +$1.05M | 3.84% | 2 |
|
|
2022
Q1 | $16.3M | Sell |
339,284
-32,144
| -9% | -$1.54M | 4.13% | 1 |
|
|
2021
Q4 | $19M | Buy |
+371,428
| New | +$19M | 5.31% | 1 |
|