EverSource Wealth Advisors’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.06M	Sell	103,674 -7,494	-7%	-$293K	0.18%	107
2025 Q1	$3.89M	Buy	111,168 +24,585	+28%	+$861K	0.21%	102
2024 Q4	$3.17M	Buy	86,583 +16,673	+24%	+$610K	0.18%	112
2024 Q3	$2.52M	Buy	+69,910	New	+$2.52M	0.16%	120