EWA
EverSource Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Sell |
3,384
-208
| -6% | -$18.5K | 0.01% | 668 |
|
|
2025
Q1 | $325K | Sell |
3,592
-89,800
| -96% | -$8.13M | 0.02% | 493 |
|
|
2024
Q4 | $8.32M | Buy |
93,392
+4,805
| +5% | +$428K | 0.47% | 49 |
|
|
2024
Q3 | $8.63M | Buy |
88,587
+84,365
| +1,998% | +$8.22M | 0.55% | 47 |
|
|
2024
Q2 | $382K | Sell |
4,222
-240
| -5% | -$21.7K | 0.03% | 370 |
|
|
2024
Q1 | $355K | Buy |
4,462
+1,227
| +38% | +$97.7K | 0.03% | 338 |
|
|
2023
Q4 | $286K | Sell |
3,235
-886
| -21% | -$78.3K | 0.03% | 352 |
|
|
2023
Q3 | $312K | Buy |
4,121
+288
| +8% | +$21.8K | 0.03% | 299 |
|
|
2023
Q2 | $320K | Sell |
3,833
-1,177
| -23% | -$98.4K | 0.04% | 295 |
|
|
2023
Q1 | $416K | Buy |
5,010
+154
| +3% | +$12.8K | 0.05% | 245 |
|
|
2022
Q4 | $401K | Buy |
4,856
+3,183
| +190% | +$263K | 0.06% | 230 |
|
|
2022
Q3 | $134K | Sell |
1,673
-267
| -14% | -$21.4K | 0.03% | 361 |
|
|
2022
Q2 | $177K | Sell |
1,940
-23
| -1% | -$2.1K | 0.05% | 272 |
|
|
2022
Q1 | $212K | Buy |
1,963
+18
| +0.9% | +$1.94K | 0.05% | 249 |
|
|
2021
Q4 | $226K | Buy |
+1,945
| New | +$226K | 0.06% | 211 |
|