EWA
EverSource Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.39M | Buy |
47,934
+161
| +0.3% | +$21.5K | 0.29% | 81 |
|
|
2025
Q1 | $6.16M | Buy |
47,773
+20,551
| +75% | +$2.65M | 0.34% | 73 |
|
|
2024
Q4 | $3.47M | Buy |
27,222
+3,037
| +13% | +$387K | 0.2% | 103 |
|
|
2024
Q3 | $3.1M | Sell |
24,185
-438
| -2% | -$56.2K | 0.2% | 106 |
|
|
2024
Q2 | $3.06M | Buy |
24,623
+6,901
| +39% | +$858K | 0.2% | 101 |
|
|
2024
Q1 | $2.06M | Buy |
17,722
+2,421
| +16% | +$282K | 0.16% | 115 |
|
|
2023
Q4 | $1.71M | Sell |
15,301
-7,266
| -32% | -$811K | 0.16% | 120 |
|
|
2023
Q3 | $2.33M | Buy |
22,567
+2,915
| +15% | +$301K | 0.25% | 93 |
|
|
2023
Q2 | $2.08M | Sell |
19,652
-3,419
| -15% | -$363K | 0.23% | 100 |
|
|
2023
Q1 | $2.43M | Buy |
23,071
+13,822
| +149% | +$1.46M | 0.3% | 88 |
|
|
2022
Q4 | $1M | Buy |
9,249
+2,135
| +30% | +$231K | 0.15% | 118 |
|
|
2022
Q3 | $675K | Sell |
7,114
-19
| -0.3% | -$1.8K | 0.15% | 129 |
|
|
2022
Q2 | $725K | Buy |
7,133
+135
| +2% | +$13.7K | 0.19% | 100 |
|
|
2022
Q1 | $786K | Sell |
6,998
-160
| -2% | -$18K | 0.2% | 99 |
|
|
2021
Q4 | $802K | Buy |
+7,158
| New | +$802K | 0.22% | 71 |
|