EWA
EverSource Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
6,436
-470
| -7% | -$90.6K | 0.06% | 231 |
|
|
2025
Q1 | $1.19M | Sell |
6,906
-1,068
| -13% | -$184K | 0.07% | 217 |
|
|
2024
Q4 | $1.51M | Buy |
7,974
+5,658
| +244% | +$1.07M | 0.09% | 185 |
|
|
2024
Q3 | $421K | Sell |
2,316
-194
| -8% | -$35.3K | 0.03% | 365 |
|
|
2024
Q2 | $450K | Sell |
2,510
-61
| -2% | -$10.9K | 0.03% | 339 |
|
|
2024
Q1 | $421K | Sell |
2,571
-60
| -2% | -$9.83K | 0.03% | 303 |
|
|
2023
Q4 | $433K | Sell |
2,631
-215
| -8% | -$35.4K | 0.04% | 266 |
|
|
2023
Q3 | $408K | Sell |
2,846
-102
| -3% | -$14.6K | 0.04% | 251 |
|
|
2023
Q2 | $439K | Sell |
2,948
-1,313
| -31% | -$195K | 0.05% | 247 |
|
|
2023
Q1 | $597K | Buy |
4,261
+1,484
| +53% | +$208K | 0.07% | 196 |
|
|
2022
Q4 | $369K | Sell |
2,777
-169
| -6% | -$22.5K | 0.06% | 243 |
|
|
2022
Q3 | $374K | Sell |
2,946
-200
| -6% | -$25.4K | 0.09% | 205 |
|
|
2022
Q2 | $412K | Buy |
3,146
+76
| +2% | +$9.95K | 0.11% | 171 |
|
|
2022
Q1 | $509K | Sell |
3,070
-245
| -7% | -$40.6K | 0.13% | 149 |
|
|
2021
Q4 | $606K | Buy |
+3,315
| New | +$606K | 0.17% | 103 |
|