EWA
EverSource Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1M | Sell |
107,971
-8,273
| -7% | -$1.69M | 1% | 22 |
|
|
2025
Q1 | $22.6M | Buy |
116,244
+2,085
| +2% | +$404K | 1.24% | 14 |
|
|
2024
Q4 | $22.4M | Sell |
114,159
-10,529
| -8% | -$2.06M | 1.26% | 14 |
|
|
2024
Q3 | $24.7M | Buy |
124,688
+46
| +0% | +$9.11K | 1.56% | 7 |
|
|
2024
Q2 | $23.7M | Buy |
124,642
+967
| +0.8% | +$184K | 1.57% | 7 |
|
|
2024
Q1 | $21.7M | Buy |
123,675
+2,980
| +2% | +$522K | 1.7% | 7 |
|
|
2023
Q4 | $20.6M | Buy |
120,695
+379
| +0.3% | +$64.6K | 1.88% | 8 |
|
|
2023
Q3 | $18.7M | Sell |
120,316
-1,815
| -1% | -$282K | 1.98% | 6 |
|
|
2023
Q2 | $19.8M | Sell |
122,131
-776
| -0.6% | -$126K | 2.19% | 6 |
|
|
2023
Q1 | $18.9M | Buy |
122,907
+4,526
| +4% | +$697K | 2.36% | 6 |
|
|
2022
Q4 | $18M | Buy |
118,381
+36,875
| +45% | +$5.6M | 2.72% | 4 |
|
|
2022
Q3 | $11M | Buy |
81,506
+2,775
| +4% | +$375K | 2.52% | 6 |
|
|
2022
Q2 | $11.3M | Buy |
78,731
+1,144
| +1% | +$164K | 2.91% | 6 |
|
|
2022
Q1 | $12.6M | Buy |
77,587
+5,129
| +7% | +$832K | 3.19% | 7 |
|
|
2021
Q4 | $12.4M | Buy |
+72,458
| New | +$12.4M | 3.48% | 5 |
|