EverSource Wealth Advisors, LLC
CIK
0001710537
City
BIRMINGHAM
State / Country
AL
Holdings in VTMX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,109 | 102 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $9,222 | 326 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $12,435 | 454 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $433 | 19 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $486 | 19 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $808 | 30 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $3,928 | 131 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $627 | 16 | Shares | Sole | 2024-06-11 |
| 2023-12-31 | $633 | 16 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $493 | 15 | Shares | Sole | 2023-11-03 |