Ownership history in EverSource Wealth Advisors, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG). 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 | ADDED | 125,345 | +6,681 | +5.6% | 1.01% | $27.5M | $219.78 |
| 2025 Q3 | ADDED | 118,664 | +10,693 | +9.9% | 1.01% | $25.6M | $214.93 |
| 2025 Q2 | REDUCED | 107,971 | -8,273 | -7.1% | 1.00% | $22.1M | $203.03 |
| 2025 Q1 | ADDED | 116,244 | +2,085 | +1.8% | 1.24% | $22.6M | $191.61 |
| 2024 Q4 | REDUCED | 114,159 | -10,529 | -8.4% | 1.26% | $22.4M | $192.50 |
| 2024 Q3 | ADDED | 124,688 | +46 | +0.0% | 1.56% | $24.7M | $193.83 |
| 2024 Q2 | ADDED | 124,642 | +3,947 | +3.3% | 1.57% | $23.7M | $177.90 |
| 2024 Q1 | UNCHANGED | 120,695 | — | 0% | 1.88% | $20.6M | $177.09 |
| 2023 Q4 | ADDED | 120,695 | +379 | +0.3% | 1.88% | $20.6M | $164.55 |
| 2023 Q3 | REDUCED | 120,316 | -1,815 | -1.5% | 1.98% | $18.7M | $149.23 |
As of 2025 Q4 — sorted by position size