EWA
EverSource Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.99M | Buy |
152,978
+31,485
| +26% | +$1.85M | 0.41% | 60 |
|
|
2025
Q1 | $7.13M | Buy |
121,493
+1,237
| +1% | +$72.6K | 0.39% | 64 |
|
|
2024
Q4 | $7M | Buy |
120,256
+54,635
| +83% | +$3.18M | 0.39% | 61 |
|
|
2024
Q3 | $3.87M | Buy |
65,621
+14,160
| +28% | +$836K | 0.25% | 86 |
|
|
2024
Q2 | $3.01M | Buy |
51,461
+14,820
| +40% | +$867K | 0.2% | 102 |
|
|
2024
Q1 | $2.11M | Buy |
36,641
+6,989
| +24% | +$403K | 0.17% | 113 |
|
|
2023
Q4 | $1.73M | Buy |
29,652
+7,895
| +36% | +$461K | 0.16% | 118 |
|
|
2023
Q3 | $1.25M | Sell |
21,757
-144
| -0.7% | -$8.29K | 0.13% | 136 |
|
|
2023
Q2 | $1.26M | Sell |
21,901
-576
| -3% | -$33.3K | 0.14% | 138 |
|
|
2023
Q1 | $1.32M | Buy |
22,477
+500
| +2% | +$29.3K | 0.16% | 116 |
|
|
2022
Q4 | $1.27M | Sell |
21,977
-1,765
| -7% | -$102K | 0.19% | 98 |
|
|
2022
Q3 | $1.37M | Sell |
23,742
-5,040
| -18% | -$291K | 0.31% | 61 |
|
|
2022
Q2 | $1.69M | Sell |
28,782
-3,211
| -10% | -$189K | 0.44% | 46 |
|
|
2022
Q1 | $1.9M | Sell |
31,993
-1,307
| -4% | -$77.5K | 0.48% | 42 |
|
|
2021
Q4 | $2.03M | Buy |
+33,300
| New | +$2.03M | 0.57% | 35 |
|