Ownership history in EverSource Wealth Advisors, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in ADVISORSHARES STAR GLOBAL BUY-WRITE ETF (VEGA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 5,733 | -31 | -0.5% | 0.01% | $281K | $49.10 |
| 2025 Q3 | REDUCED | 5,764 | -181 | -3.0% | 0.01% | $280K | $48.02 |
| 2025 Q2 | REDUCED | 5,945 | -1,956 | -24.8% | 0.01% | $274K | $45.50 |
| 2025 Q1 | REDUCED | 7,901 | -973 | -11.0% | 0.02% | $340K | $42.44 |
| 2024 Q4 | REDUCED | 8,874 | -3,311 | -27.2% | 0.02% | $381K | $42.39 |
| 2024 Q3 | REDUCED | 12,185 | -14,137 | -53.7% | 0.03% | $532K | $42.61 |
| 2024 Q2 | ADDED | 26,322 | +20,586 | +358.9% | 0.07% | $1.1M | $40.88 |
| 2024 Q1 | UNCHANGED | 5,736 | — | 0% | 0.02% | $224K | $40.25 |
| 2023 Q4 | INITIATED | 5,736 | — | — | 0.02% | $224K | — |
As of 2025 Q4 — sorted by position size