EWA
EverSource Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.4M | Sell |
431,929
-34,566
| -7% | -$1.71M | 0.96% | 23 |
|
|
2025
Q1 | $21.1M | Sell |
466,495
-4,826
| -1% | -$218K | 1.16% | 16 |
|
|
2024
Q4 | $20.8M | Buy |
471,321
+20,111
| +4% | +$886K | 1.17% | 16 |
|
|
2024
Q3 | $21.6M | Buy |
451,210
+10,325
| +2% | +$494K | 1.37% | 10 |
|
|
2024
Q2 | $19.5M | Buy |
440,885
+39,062
| +10% | +$1.73M | 1.3% | 12 |
|
|
2024
Q1 | $16.9M | Buy |
401,823
+68,242
| +20% | +$2.88M | 1.33% | 12 |
|
|
2023
Q4 | $13.7M | Buy |
333,581
+27,398
| +9% | +$1.13M | 1.26% | 13 |
|
|
2023
Q3 | $12M | Buy |
306,183
+47,590
| +18% | +$1.87M | 1.27% | 15 |
|
|
2023
Q2 | $10.5M | Buy |
258,593
+18,617
| +8% | +$757K | 1.16% | 15 |
|
|
2023
Q1 | $9.7M | Buy |
239,976
+23,057
| +11% | +$932K | 1.21% | 14 |
|
|
2022
Q4 | $8.46M | Buy |
216,919
+57,433
| +36% | +$2.24M | 1.28% | 13 |
|
|
2022
Q3 | $5.82M | Buy |
159,486
+45,207
| +40% | +$1.65M | 1.33% | 12 |
|
|
2022
Q2 | $4.76M | Buy |
114,279
+10,675
| +10% | +$445K | 1.23% | 12 |
|
|
2022
Q1 | $4.78M | Sell |
103,604
-3,959
| -4% | -$183K | 1.21% | 15 |
|
|
2021
Q4 | $5.32M | Buy |
+107,563
| New | +$5.32M | 1.49% | 14 |
|