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 1,158 shares of VUG stock, worth $467,866. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,158
Previous 1,257 7.88%
Holding current value
$467,866
Previous $470,000 5.53%
% of portfolio
0.12%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD GROWTH ETF


  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
Track This Portfolio

Track Evernest Financial Advisors, LLC Portfolio

Follow Evernest Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evernest Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evernest Financial Advisors, LLC with notifications on news.