EWA
EverSource Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
175,449
+602
| +0.3% | +$36K | 0.47% | 48 |
|
|
2025
Q1 | $10.4M | Sell |
174,847
-612
| -0.3% | -$36.4K | 0.57% | 42 |
|
|
2024
Q4 | $10.2M | Buy |
175,459
+35,141
| +25% | +$2.04M | 0.57% | 38 |
|
|
2024
Q3 | $8.48M | Buy |
140,318
+20,267
| +17% | +$1.22M | 0.54% | 48 |
|
|
2024
Q2 | $7.13M | Buy |
120,051
+15,212
| +15% | +$904K | 0.47% | 52 |
|
|
2024
Q1 | $6M | Buy |
104,839
+14,559
| +16% | +$833K | 0.47% | 52 |
|
|
2023
Q4 | $5.36M | Buy |
90,280
+6,892
| +8% | +$409K | 0.49% | 51 |
|
|
2023
Q3 | $4.77M | Buy |
83,388
+18,502
| +29% | +$1.06M | 0.51% | 50 |
|
|
2023
Q2 | $3.81M | Sell |
64,886
-739
| -1% | -$43.4K | 0.42% | 65 |
|
|
2023
Q1 | $3.93M | Buy |
65,625
+317
| +0.5% | +$19K | 0.49% | 52 |
|
|
2022
Q4 | $3.82M | Sell |
65,308
-17,653
| -21% | -$1.03M | 0.58% | 37 |
|
|
2022
Q3 | $4.84M | Buy |
82,961
+6,752
| +9% | +$394K | 1.11% | 16 |
|
|
2022
Q2 | $4.66M | Buy |
76,209
+1,411
| +2% | +$86.3K | 1.2% | 13 |
|
|
2022
Q1 | $4.71M | Sell |
74,798
-30,310
| -29% | -$1.91M | 1.19% | 17 |
|
|
2021
Q4 | $6.99M | Buy |
+105,108
| New | +$6.99M | 1.96% | 9 |
|