EWA
EverSource Wealth Advisors’s Vontier VNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $144K | Buy |
3,903
+960
| +33% | +$35.4K | 0.01% | 1014 |
|
|
2025
Q1 | $96.7K | Buy |
2,943
+121
| +4% | +$3.98K | 0.01% | 929 |
|
|
2024
Q4 | $103K | Buy |
2,822
+135
| +5% | +$4.92K | 0.01% | 890 |
|
|
2024
Q3 | $90.7K | Sell |
2,687
-891
| -25% | -$30.1K | 0.01% | 829 |
|
|
2024
Q2 | $140K | Buy |
3,578
+9
| +0.3% | +$353 | 0.01% | 681 |
|
|
2024
Q1 | $145K | Buy |
3,569
+177
| +5% | +$7.19K | 0.01% | 585 |
|
|
2023
Q4 | $117K | Buy |
3,392
+21
| +0.6% | +$726 | 0.01% | 584 |
|
|
2023
Q3 | $104K | Sell |
3,371
-4
| -0.1% | -$124 | 0.01% | 557 |
|
|
2023
Q2 | $109K | Buy |
3,375
+58
| +2% | +$1.87K | 0.01% | 552 |
|
|
2023
Q1 | $90.7K | Buy |
3,317
+126
| +4% | +$3.45K | 0.01% | 568 |
|
|
2022
Q4 | $61.7K | Buy |
3,191
+1,333
| +72% | +$25.8K | 0.01% | 678 |
|
|
2022
Q3 | $31K | Sell |
1,858
-630
| -25% | -$10.5K | 0.01% | 759 |
|
|
2022
Q2 | $57K | Buy |
2,488
+2,487
| +248,700% | +$57K | 0.01% | 586 |
|
|
2022
Q1 | $0 | Sell |
1
-47
| -98% | – | ﹤0.01% | 1862 |
|
|
2021
Q4 | $1K | Buy |
+48
| New | +$1K | ﹤0.01% | 1738 |
|