EWA
EverSource Wealth Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $845K | Sell |
6,291
-4,215
| -40% | -$566K | 0.04% | 317 |
|
|
2025
Q1 | $1.21M | Buy |
10,506
+46
| +0.4% | +$5.32K | 0.07% | 215 |
|
|
2024
Q4 | $1.2M | Sell |
10,460
-824
| -7% | -$94.3K | 0.07% | 216 |
|
|
2024
Q3 | $1.42M | Sell |
11,284
-657
| -6% | -$82.8K | 0.09% | 173 |
|
|
2024
Q2 | $1.45M | Buy |
11,941
+2,658
| +29% | +$322K | 0.1% | 163 |
|
|
2024
Q1 | $1.06M | Buy |
9,283
+2,269
| +32% | +$260K | 0.08% | 177 |
|
|
2023
Q4 | $807K | Sell |
7,014
-56
| -0.8% | -$6.44K | 0.07% | 185 |
|
|
2023
Q3 | $751K | Sell |
7,070
-74
| -1% | -$7.86K | 0.08% | 181 |
|
|
2023
Q2 | $789K | Sell |
7,144
-564
| -7% | -$62.3K | 0.09% | 180 |
|
|
2023
Q1 | $842K | Sell |
7,708
-93
| -1% | -$10.2K | 0.1% | 156 |
|
|
2022
Q4 | $802K | Buy |
7,801
+24
| +0.3% | +$2.47K | 0.12% | 138 |
|
|
2022
Q3 | $722K | Sell |
7,777
-634
| -8% | -$58.9K | 0.17% | 118 |
|
|
2022
Q2 | $868K | Buy |
8,411
+367
| +5% | +$37.9K | 0.22% | 81 |
|
|
2022
Q1 | $997K | Buy |
8,044
+261
| +3% | +$32.3K | 0.25% | 69 |
|
|
2021
Q4 | $1.04M | Buy |
+7,783
| New | +$1.04M | 0.29% | 59 |
|