Evernest Financial Advisors, LLC Vanguard Small Cap ETF Transaction History

Evernest Financial Advisors, LLC

  • $318 Million
  • Q3 2025

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 3,443 shares of VB stock, worth $860,095. This represents 0.28% of its overall portfolio holdings.

Number of Shares
3,443
Previous 3,044 13.11%
Holding current value
$860,095
Previous $721,000 21.36%
% of portfolio
0.28%
Previous 0.26%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$237.58 - $259.17 $94,794 - $103,408
399 Added 13.11%
3,443 $875,000
Q2 2025

Jul 28, 2025
BUY
$193.73 - $237.37 $6,974 - $8,545
36 Added 1.2%
3,044 $721,000
Q3 2024

Oct 21, 2024
BUY
$214.77 - $237.72 $104,378 - $115,531
486 Added 19.27%
3,008 $713,000
Q1 2024

May 10, 2024
BUY
$204.0 - $228.59 $142,596 - $159,784
699 Added 38.34%
2,522 $533 Million
Q4 2023

May 10, 2024
SELL
$175.26 - $215.9 $122,506 - $150,914
-699 Reduced 27.72%
1,823 $389 Million
Q4 2021

Feb 13, 2024
BUY
$215.13 - $239.37 $392,181 - $436,371
1,823 New
1,823 $390 Million

Others Institutions Holding VB

# of Institutions
2,482
Shares Held
164M
Call Options Held
68.3K
Put Options Held
25.4K
View Full List

About VANGUARD SMALL-CAP ETF

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