EWA
EverSource Wealth Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $906K | Buy |
18,176
+168
| +0.9% | +$8.38K | 0.04% | 300 |
|
|
2025
Q1 | $898K | Sell |
18,008
-6,164
| -26% | -$307K | 0.05% | 268 |
|
|
2024
Q4 | $1.2M | Buy |
+24,172
| New | +$1.2M | 0.07% | 215 |
|
|
2022
Q2 | – | Sell |
-2,068
| Closed | -$102K | – | 1901 |
|
|
2022
Q1 | $102K | Sell |
2,068
-9,900
| -83% | -$488K | 0.03% | 336 |
|
|
2021
Q4 | $598K | Buy |
+11,968
| New | +$598K | 0.17% | 105 |
|