EWA
EverSource Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.6M | Sell |
48,592
-1,419
| -3% | -$806K | 1.25% | 11 |
|
|
2025
Q1 | $25.7M | Sell |
50,011
-6,529
| -12% | -$3.36M | 1.41% | 9 |
|
|
2024
Q4 | $30.5M | Buy |
56,540
+13,320
| +31% | +$7.18M | 1.71% | 6 |
|
|
2024
Q3 | $22.8M | Buy |
43,220
+1,691
| +4% | +$892K | 1.44% | 9 |
|
|
2024
Q2 | $21M | Buy |
41,529
+4,449
| +12% | +$2.25M | 1.4% | 9 |
|
|
2024
Q1 | $17.1M | Buy |
37,080
+685
| +2% | +$316K | 1.35% | 11 |
|
|
2023
Q4 | $15.9M | Buy |
36,395
+220
| +0.6% | +$96.1K | 1.46% | 11 |
|
|
2023
Q3 | $14.2M | Sell |
36,175
-55
| -0.2% | -$21.6K | 1.51% | 11 |
|
|
2023
Q2 | $14.8M | Sell |
36,230
-340
| -0.9% | -$138K | 1.63% | 9 |
|
|
2023
Q1 | $13.8M | Buy |
36,570
+1,283
| +4% | +$483K | 1.71% | 9 |
|
|
2022
Q4 | $12.4M | Buy |
35,287
+697
| +2% | +$245K | 1.88% | 9 |
|
|
2022
Q3 | $11.4M | Sell |
34,590
-207
| -0.6% | -$68K | 2.6% | 5 |
|
|
2022
Q2 | $12.1M | Sell |
34,797
-1,769
| -5% | -$614K | 3.11% | 5 |
|
|
2022
Q1 | $15.2M | Buy |
36,566
+4,414
| +14% | +$1.83M | 3.85% | 2 |
|
|
2021
Q4 | $14M | Buy |
+32,152
| New | +$14M | 3.93% | 4 |
|