EWA
EverSource Wealth Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Sell |
219,277
-2,956
| -1% | -$137K | 0.46% | 50 |
|
|
2025
Q1 | $10.3M | Sell |
222,233
-14,328
| -6% | -$664K | 0.57% | 44 |
|
|
2024
Q4 | $10.7M | Buy |
236,561
+13,894
| +6% | +$630K | 0.6% | 35 |
|
|
2024
Q3 | $10.5M | Buy |
222,667
+1,405
| +0.6% | +$66.3K | 0.67% | 36 |
|
|
2024
Q2 | $10.3M | Buy |
221,262
+4,758
| +2% | +$221K | 0.68% | 34 |
|
|
2024
Q1 | $9.57M | Buy |
216,504
+19,505
| +10% | +$863K | 0.75% | 29 |
|
|
2023
Q4 | $9.13M | Buy |
196,999
+7,212
| +4% | +$334K | 0.84% | 24 |
|
|
2023
Q3 | $8.31M | Buy |
189,787
+22,463
| +13% | +$983K | 0.88% | 22 |
|
|
2023
Q2 | $7.7M | Buy |
167,324
+7,564
| +5% | +$348K | 0.85% | 23 |
|
|
2023
Q1 | $7.44M | Buy |
159,760
+16,774
| +12% | +$781K | 0.93% | 23 |
|
|
2022
Q4 | $6.51M | Buy |
142,986
+19,510
| +16% | +$888K | 0.99% | 20 |
|
|
2022
Q3 | $5.57M | Buy |
123,476
+10,298
| +9% | +$464K | 1.27% | 13 |
|
|
2022
Q2 | $5.41M | Sell |
113,178
-10,665
| -9% | -$510K | 1.39% | 10 |
|
|
2022
Q1 | $6.21M | Sell |
123,843
-5,707
| -4% | -$286K | 1.57% | 11 |
|
|
2021
Q4 | $6.85M | Buy |
+129,550
| New | +$6.85M | 1.92% | 10 |
|