EWA
EverSource Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.11M | Buy |
39,735
+4,027
| +11% | +$518K | 0.23% | 96 |
|
|
2025
Q1 | $4.14M | Buy |
35,708
+4,307
| +14% | +$499K | 0.23% | 95 |
|
|
2024
Q4 | $3.69M | Buy |
31,401
+7,929
| +34% | +$931K | 0.21% | 97 |
|
|
2024
Q3 | $2.81M | Buy |
23,472
+2,233
| +11% | +$267K | 0.18% | 111 |
|
|
2024
Q2 | $2.44M | Buy |
21,239
+618
| +3% | +$71K | 0.16% | 119 |
|
|
2024
Q1 | $2.2M | Sell |
20,621
-10,205
| -33% | -$1.09M | 0.17% | 111 |
|
|
2023
Q4 | $3.17M | Buy |
30,826
+2,336
| +8% | +$240K | 0.29% | 80 |
|
|
2023
Q3 | $2.65M | Sell |
28,490
-8,060
| -22% | -$751K | 0.28% | 82 |
|
|
2023
Q2 | $3.54M | Buy |
36,550
+5,249
| +17% | +$509K | 0.39% | 69 |
|
|
2023
Q1 | $2.88M | Buy |
31,301
+3,110
| +11% | +$286K | 0.36% | 70 |
|
|
2022
Q4 | $2.43M | Buy |
28,191
+10,672
| +61% | +$920K | 0.37% | 68 |
|
|
2022
Q3 | $1.38M | Buy |
17,519
+171
| +1% | +$13.5K | 0.32% | 60 |
|
|
2022
Q2 | $1.48M | Buy |
17,348
+479
| +3% | +$40.9K | 0.38% | 54 |
|
|
2022
Q1 | $1.71M | Buy |
16,869
+1,326
| +9% | +$134K | 0.43% | 47 |
|
|
2021
Q4 | $1.67M | Buy |
+15,543
| New | +$1.67M | 0.47% | 43 |
|