Ownership history in EverSource Wealth Advisors, LLC Β· 17 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π EverSource Wealth Advisors, LLC underperformed the S&P 500 by β0.4% annually on this VTI position. Timing score: 47% (7/15 decisions correct). Average cost basis: $244.29. Maximum drawdown during holding period: β24.8%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
7 of 15 add/trim decisions correct
Best entry: $179.37 (2022 Q2) Β· Worst: $335.27 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 5 trims. Bought during 3 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.18% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size