EWA
EverSource Wealth Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Sell |
34,730
-14,666
| -30% | -$823K | 0.09% | 168 |
|
|
2025
Q1 | $2.85M | Sell |
49,396
-6,431
| -12% | -$370K | 0.16% | 121 |
|
|
2024
Q4 | $3.09M | Buy |
55,827
+27,989
| +101% | +$1.55M | 0.17% | 114 |
|
|
2024
Q3 | $1.71M | Buy |
27,838
+15,032
| +117% | +$925K | 0.11% | 156 |
|
|
2024
Q2 | $762K | Buy |
12,806
+5,551
| +77% | +$330K | 0.05% | 249 |
|
|
2024
Q1 | $403K | Sell |
7,255
-5,059
| -41% | -$281K | 0.03% | 315 |
|
|
2023
Q4 | $758K | Buy |
12,314
+7,487
| +155% | +$461K | 0.07% | 193 |
|
|
2023
Q3 | $268K | Buy |
4,827
+3,127
| +184% | +$174K | 0.03% | 337 |
|
|
2023
Q2 | $108K | Sell |
1,700
-2,100
| -55% | -$133K | 0.01% | 557 |
|
|
2023
Q1 | $249K | Buy |
3,800
+1,350
| +55% | +$88.4K | 0.03% | 335 |
|
|
2022
Q4 | $151K | Buy |
+2,450
| New | +$151K | 0.02% | 402 |
|