EWA
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EverSource Wealth Advisors’s Vestis VSTS Stock Holding History

EverSource Wealth Advisors’s Portfolio VSTS Stock Details VSTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.3K Buy
1,314
+469
+56% +$3.43K ﹤0.01% 2896
2025
Q4 		$5.64K Buy
845
+266
+46% +$1.55K ﹤0.01% 3080
2025
Q3 		$2.62K Sell
579
-4,877
-89% -$25K ﹤0.01% 3429
2025
Q2 		$31.3K Buy
5,456
+4,502
+472% +$31.6K ﹤0.01% 1947
2025
Q1 		$9.45K Buy
954
+913
+2,227% +$12.1K ﹤0.01% 2144
2024
Q4 		$625 Buy
41
+37
+925% +$557 ﹤0.01% 3114
2024
Q3 		$60 Hold
4
– – ﹤0.01% 3000
2024
Q2 		$52 Sell
4
-85
-96% -$1.23K ﹤0.01% 3028
2024
Q1 		$1.64K Sell
89
-42
-32% -$832 ﹤0.01% 2442
2023
Q4 		$2.77K Buy
+131
New +$2.25K ﹤0.01% 2082

Other funds holding VSTS

CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.2B AUM 23.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
GPC
Greenstone Partners & Co Larkspur, California $395M AUM 35.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return