EverSource Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.4M | Buy |
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|
2025
Q1 | $62.1M | Buy |
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|
2024
Q4 | $67.8M | Buy |
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|
2024
Q3 | $61.3M | Buy |
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|
2024
Q2 | $56M | Buy |
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|
2024
Q1 | $43.8M | Sell |
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|
2023
Q4 | $42.2M | Buy |
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|
2023
Q3 | $33M | Buy |
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|
2023
Q2 | $28.1M | Buy |
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|
2023
Q1 | $22.3M | Buy |
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|
2022
Q4 | $17.3M | Buy |
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|
2022
Q3 | $8.2M | Buy |
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|
2022
Q2 | $3.79M | Buy |
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|
2022
Q1 | $3.92M | Buy |
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|
2021
Q4 | $3.97M | Buy |
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