EWA
EverSource Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Sell |
1,095
-2,035
| -65% | -$505K | 0.01% | 720 |
|
|
2025
Q1 | $829K | Sell |
3,130
-33,912
| -92% | -$8.98M | 0.05% | 278 |
|
|
2024
Q4 | $9.4M | Sell |
37,042
-26,165
| -41% | -$6.64M | 0.53% | 44 |
|
|
2024
Q3 | $17.8M | Sell |
63,207
-2,033
| -3% | -$574K | 1.13% | 18 |
|
|
2024
Q2 | $17.9M | Sell |
65,240
-8,481
| -12% | -$2.33M | 1.19% | 17 |
|
|
2024
Q1 | $18.9M | Sell |
73,721
-206
| -0.3% | -$52.7K | 1.48% | 10 |
|
|
2023
Q4 | $18.5M | Buy |
73,927
+1,404
| +2% | +$352K | 1.7% | 9 |
|
|
2023
Q3 | $17.1M | Buy |
72,523
+5,686
| +9% | +$1.34M | 1.81% | 7 |
|
|
2023
Q2 | $16.4M | Buy |
66,837
+9,279
| +16% | +$2.27M | 1.8% | 7 |
|
|
2023
Q1 | $13.7M | Buy |
57,558
+6,895
| +14% | +$1.64M | 1.71% | 10 |
|
|
2022
Q4 | $12.6M | Buy |
50,663
+50,611
| +97,329% | +$12.6M | 1.9% | 8 |
|
|
2022
Q3 | $12K | Hold |
52
| – | – | ﹤0.01% | 1081 |
|
|
2022
Q2 | $12K | Sell |
52
-11
| -17% | -$2.54K | ﹤0.01% | 996 |
|
|
2022
Q1 | $16K | Sell |
63
-9
| -13% | -$2.29K | ﹤0.01% | 800 |
|
|
2021
Q4 | $19K | Buy |
+72
| New | +$19K | 0.01% | 719 |
|