Evernest Financial Advisors, LLC Vanguard Small Cap ETF Transaction History
Evernest Financial Advisors, LLC
- $362 Million
- Q3 2024
A detailed history of Evernest Financial Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 3,008 shares of VB stock, worth $730,192. This represents 0.2% of its overall portfolio holdings.
Number of Shares
3,008
Previous 2,522
19.27%
Holding current value
$730,192
Previous $549,000
29.87%
% of portfolio
0.2%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.09 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.78 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.75 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.26 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.25 Billion0.28% of portfolio