Evernest Financial Advisors, LLC Vanguard Growth ETF Transaction History

Evernest Financial Advisors, LLC

  • $275 Million
  • Q2 2025

A detailed history of Evernest Financial Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 670 shares of VUG stock, worth $301,292. This represents 0.11% of its overall portfolio holdings.

Number of Shares
670
Previous 670 -0.0%
Holding current value
$301,292
Previous $248,000 18.15%
% of portfolio
0.11%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$369.1 - $427.61 $180,489 - $209,101
-489 Reduced 42.19%
670 $248,000
Q4 2024

Jan 23, 2025
BUY
$378.79 - $428.11 $378 - $428
1 Added 0.09%
1,159 $475,000
Q3 2024

Oct 21, 2024
SELL
$341.08 - $391.94 $33,766 - $38,802
-99 Reduced 7.88%
1,158 $444,000
Q1 2024

May 10, 2024
BUY
$301.05 - $346.61 $301 - $346
1 Added 0.08%
1,257 $405 Million
Q4 2023

May 10, 2024
BUY
$261.54 - $312.16 $62,508 - $74,606
239 Added 19.01%
1,496 $465 Million
Q4 2021

Feb 13, 2024
BUY
$287.0 - $325.67 $360,472 - $409,041
1,256 New
1,256 $424 Million

Others Institutions Holding VUG

# of Institutions
2,745
Shares Held
267M
Call Options Held
306K
Put Options Held
295K
View Full List

About VANGUARD GROWTH ETF

VUG Quotes by TradingView
  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
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