EWA
EverSource Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.25M | Sell |
25,830
-209
| -0.8% | -$34.4K | 0.19% | 104 |
|
|
2025
Q1 | $4.18M | Buy |
26,039
+524
| +2% | +$84.1K | 0.23% | 93 |
|
|
2024
Q4 | $4.13M | Sell |
25,515
-354
| -1% | -$57.3K | 0.23% | 92 |
|
|
2024
Q3 | $4.34M | Sell |
25,869
-106
| -0.4% | -$17.8K | 0.27% | 78 |
|
|
2024
Q2 | $4.14M | Buy |
25,975
+145
| +0.6% | +$23.1K | 0.28% | 79 |
|
|
2024
Q1 | $3.85M | Sell |
25,830
-591
| -2% | -$88.1K | 0.3% | 74 |
|
|
2023
Q4 | $3.83M | Sell |
26,421
-853
| -3% | -$124K | 0.35% | 71 |
|
|
2023
Q3 | $3.57M | Sell |
27,274
-473
| -2% | -$61.9K | 0.38% | 70 |
|
|
2023
Q2 | $3.84M | Sell |
27,747
-387
| -1% | -$53.6K | 0.42% | 63 |
|
|
2023
Q1 | $3.77M | Sell |
28,134
-286
| -1% | -$38.3K | 0.47% | 54 |
|
|
2022
Q4 | $3.84M | Sell |
28,420
-799
| -3% | -$108K | 0.58% | 36 |
|
|
2022
Q3 | $3.56M | Sell |
29,219
-1,750
| -6% | -$213K | 0.81% | 26 |
|
|
2022
Q2 | $4.01M | Sell |
30,969
-1,605
| -5% | -$208K | 1.03% | 17 |
|
|
2022
Q1 | $4.88M | Sell |
32,574
-636
| -2% | -$95.2K | 1.24% | 14 |
|
|
2021
Q4 | $4.99M | Buy |
+33,210
| New | +$4.99M | 1.4% | 15 |
|