EWA
VVX icon

EverSource Wealth Advisors’s V2X VVX Stock Holding History

EverSource Wealth Advisors’s Portfolio VVX Stock Details VVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.9K Buy
335
+13
+4% +$879 ﹤0.01% 2418
2025
Q4 		$17.6K Buy
322
+4
+1% +$225 ﹤0.01% 2469
2025
Q3 		$18.5K Buy
318
+7
+2% +$374 ﹤0.01% 2414
2025
Q2 		$15.1K Buy
311
+289
+1,314% +$13.7K ﹤0.01% 2516
2025
Q1 		$1.08K Buy
22
+11
+100% +$539 ﹤0.01% 3202
2024
Q4 		$526 Buy
+11
New +$653 ﹤0.01% 3180
2022
Q4 		– Sell
-38
Closed -$1K – 2443
2022
Q3 		$1K Buy
+38
New +$1.32K ﹤0.01% 1919
2022
Q1 		– Sell
-120
Closed -$5K – 1864
2021
Q4 		$5K Buy
+120
New +$5.69K ﹤0.01% 1285

Other funds holding VVX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AL
AIP LLC New York $268M AUM 40.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return