EWA
EverSource Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.4M | Buy |
86,795
+14,362
| +20% | +$4.37M | 1.19% | 13 |
|
|
2025
Q1 | $19.9M | Buy |
72,433
+2,922
| +4% | +$803K | 1.09% | 19 |
|
|
2024
Q4 | $20.1M | Buy |
69,511
+2,331
| +3% | +$676K | 1.13% | 18 |
|
|
2024
Q3 | $19M | Sell |
67,180
-420
| -0.6% | -$119K | 1.2% | 15 |
|
|
2024
Q2 | $18.4M | Sell |
67,600
-81
| -0.1% | -$22.1K | 1.22% | 14 |
|
|
2024
Q1 | $16.8M | Buy |
67,681
+2,801
| +4% | +$696K | 1.32% | 13 |
|
|
2023
Q4 | $15.4M | Sell |
64,880
-6,487
| -9% | -$1.54M | 1.41% | 12 |
|
|
2023
Q3 | $15.2M | Sell |
71,367
-1,570
| -2% | -$333K | 1.61% | 9 |
|
|
2023
Q2 | $16.1M | Sell |
72,937
-1,142
| -2% | -$252K | 1.77% | 8 |
|
|
2023
Q1 | $15.1M | Buy |
74,079
+320
| +0.4% | +$65.3K | 1.88% | 7 |
|
|
2022
Q4 | $14.1M | Buy |
73,759
+10,129
| +16% | +$1.94M | 2.14% | 7 |
|
|
2022
Q3 | $11.4M | Sell |
63,630
-3,805
| -6% | -$683K | 2.61% | 4 |
|
|
2022
Q2 | $12.7M | Buy |
67,435
+1,257
| +2% | +$237K | 3.28% | 4 |
|
|
2022
Q1 | $15.1M | Buy |
66,178
+1,485
| +2% | +$338K | 3.82% | 3 |
|
|
2021
Q4 | $15.6M | Buy |
+64,693
| New | +$15.6M | 4.37% | 3 |
|