EWA
EverSource Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.4M | Buy |
174,226
+6,881
| +4% | +$3.02M | 3.45% | 1 |
|
|
2025
Q1 | $62.1M | Buy |
167,345
+2,100
| +1% | +$779K | 3.41% | 1 |
|
|
2024
Q4 | $67.8M | Buy |
165,245
+5,509
| +3% | +$2.26M | 3.81% | 1 |
|
|
2024
Q3 | $61.3M | Buy |
159,736
+7,224
| +5% | +$2.77M | 3.88% | 1 |
|
|
2024
Q2 | $56M | Buy |
152,512
+19,659
| +15% | +$7.22M | 3.72% | 2 |
|
|
2024
Q1 | $43.8M | Sell |
132,853
-3,046
| -2% | -$1M | 3.44% | 2 |
|
|
2023
Q4 | $42.2M | Buy |
135,899
+14,704
| +12% | +$4.57M | 3.87% | 2 |
|
|
2023
Q3 | $33M | Buy |
121,195
+22,025
| +22% | +$6M | 3.5% | 2 |
|
|
2023
Q2 | $28.1M | Buy |
99,170
+9,696
| +11% | +$2.74M | 3.09% | 3 |
|
|
2023
Q1 | $22.3M | Buy |
89,474
+8,099
| +10% | +$2.02M | 2.78% | 3 |
|
|
2022
Q4 | $17.3M | Buy |
81,375
+43,045
| +112% | +$9.17M | 2.63% | 5 |
|
|
2022
Q3 | $8.2M | Buy |
38,330
+21,311
| +125% | +$4.56M | 1.88% | 8 |
|
|
2022
Q2 | $3.79M | Buy |
17,019
+3,400
| +25% | +$758K | 0.98% | 18 |
|
|
2022
Q1 | $3.92M | Buy |
13,619
+1,260
| +10% | +$362K | 0.99% | 21 |
|
|
2021
Q4 | $3.97M | Buy |
+12,359
| New | +$3.97M | 1.11% | 18 |
|