EverSource Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$135K	Buy	1,352 +846	+167%	+$88.2K	﹤0.01%	1255
2025 Q4	$50.4K	Buy	506 +358	+242%	+$35.6K	﹤0.01%	1746
2025 Q3	$14.5K	Hold	148	–	–	﹤0.01%	2588
2025 Q2	$12.9K	Sell	148 -13	-8%	-$1.06K	﹤0.01%	2638
2025 Q1	$13K	Buy	161 +97	+152%	+$8.51K	﹤0.01%	1960
2024 Q4	$5.72K	Sell	64 -50	-44%	-$4.61K	﹤0.01%	2283
2024 Q3	$10.2K	Sell	114 -10	-8%	-$865	﹤0.01%	1856
2024 Q2	$11.2K	Hold	124	–	–	﹤0.01%	1792
2024 Q1	$9.82K	Buy	124 +60	+94%	+$4.84K	﹤0.01%	1697
2023 Q4	$5.19K	Hold	64	–	–	﹤0.01%	1840
2023 Q3	$4.57K	Hold	64	–	–	﹤0.01%	1737
2023 Q2	$4.84K	Hold	64	–	–	﹤0.01%	1744
2023 Q1	$4.61K	Hold	64	–	–	﹤0.01%	1666
2022 Q4	$4.5K	Hold	64	–	–	﹤0.01%	1652
2022 Q3	$4K	Hold	64	–	–	﹤0.01%	1481
2022 Q2	$4K	Hold	64	–	–	﹤0.01%	1355
2022 Q1	$5K	Hold	64	–	–	﹤0.01%	1298
2021 Q4	$6K	Buy	+64	New	+$5.84K	﹤0.01%	1210