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 Q2	$7.6K	Sell	102 -233	-70%	-$17.3K	﹤0.01%	3067
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	–	2437
2022 Q3	$1K	Buy	+38	New	+$1.32K	﹤0.01%	1919
2022 Q1	–	Sell	-120	Closed	-$5K	–	1863
2021 Q4	$5K	Buy	+120	New	+$5.69K	﹤0.01%	1285

Other funds holding VVX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OAM

Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

EverSource Wealth Advisors's VVX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its V2X (VVX) stake by 70% in Q2 2026, selling an estimated $17.3K and leaving 102 shares worth $7.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3067.

EverSource Wealth Advisors first reported a position in VVX in Q4 2021 and has held it in 9 quarters since. The position peaked at $22.9K in Q1 2026. 331 funds tracked by Wall St. Rank hold VVX as of Q2 2026.

EverSource Wealth Advisors held 102 shares of V2X worth $7.6K as of Q2 2026.
EverSource Wealth Advisors sold 233 V2X shares in Q2 2026, an estimated $17.3K.
V2X made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3067 holding.
EverSource Wealth Advisors first reported a position in V2X in Q4 2021 and has held it in 9 quarters since.
EverSource Wealth Advisors's V2X position peaked at $22.9K in Q1 2026.
331 funds tracked by Wall St. Rank held V2X as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.