EWA
EverSource Wealth Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
5,338
-305
| -5% | -$86.7K | 0.07% | 201 |
|
|
2025
Q1 | $1.38M | Sell |
5,643
-183
| -3% | -$44.8K | 0.08% | 195 |
|
|
2024
Q4 | $1.48M | Sell |
5,826
-299
| -5% | -$75.9K | 0.08% | 190 |
|
|
2024
Q3 | $1.49M | Sell |
6,125
-18
| -0.3% | -$4.38K | 0.09% | 166 |
|
|
2024
Q2 | $1.43M | Buy |
6,143
+201
| +3% | +$46.9K | 0.1% | 166 |
|
|
2024
Q1 | $1.33M | Sell |
5,942
-22
| -0.4% | -$4.92K | 0.1% | 154 |
|
|
2023
Q4 | $1.31M | Sell |
5,964
-136
| -2% | -$29.9K | 0.12% | 148 |
|
|
2023
Q3 | $1.19M | Sell |
6,100
-146
| -2% | -$28.4K | 0.13% | 143 |
|
|
2023
Q2 | $1.29M | Sell |
6,246
-65
| -1% | -$13.4K | 0.14% | 134 |
|
|
2023
Q1 | $1.23M | Buy |
6,311
+191
| +3% | +$37.2K | 0.15% | 122 |
|
|
2022
Q4 | $1.1M | Buy |
6,120
+235
| +4% | +$42.2K | 0.17% | 111 |
|
|
2022
Q3 | $1M | Sell |
5,885
-19
| -0.3% | -$3.24K | 0.23% | 80 |
|
|
2022
Q2 | $1.04M | Buy |
5,904
+30
| +0.5% | +$5.26K | 0.27% | 71 |
|
|
2022
Q1 | $1.31M | Sell |
5,874
-769
| -12% | -$171K | 0.33% | 53 |
|
|
2021
Q4 | $1.69M | Buy |
+6,643
| New | +$1.69M | 0.47% | 42 |
|