EverSource Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.6M | Buy |
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|
2025
Q1 | $53.9M | Sell |
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|
2024
Q4 | $54.2M | Buy |
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|
2024
Q3 | $50.6M | Buy |
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|
2024
Q2 | $46.4M | Buy |
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|
2024
Q1 | $42.9M | Buy |
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|
2023
Q4 | $33M | Buy |
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|
2023
Q3 | $26.6M | Buy |
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|
2023
Q2 | $22.4M | Buy |
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|
2023
Q1 | $20M | Buy |
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|
2022
Q4 | $18.3M | Buy |
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|
2022
Q3 | $7.3M | Buy |
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|
2022
Q2 | $3.18M | Buy |
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|
2022
Q1 | $2.75M | Buy |
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|
2021
Q4 | $2.38M | Buy |
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