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 2,522 shares of VB stock, worth $597,890. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,522
Previous 2,522 -0.0%
Holding current value
$597,890
Previous $533 Million 99.9%
% of portfolio
0.25%
Previous 0.25%

Shares

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

About VANGUARD SMALL-CAP ETF


  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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.