Evernest Financial Advisors, LLC Vanguard Dividend Appreciation Transaction History

Evernest Financial Advisors, LLC

  • $362 Million
  • Q3 2024

A detailed history of Evernest Financial Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 5,643 shares of VIG stock, worth $1.03 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
5,643
Previous 5,625 0.32%
Holding current value
$1.03 Million
Previous $1.03 Million 0.1%
% of portfolio
0.28%
Previous 0.47%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$182.15 - $182.15 $3,278 - $3,278
18 Added 0.32%
5,643 $1.03 Million
Q1 2024

May 10, 2024
BUY
$168.47 - $182.98 $2,695 - $2,927
16 Added 0.29%
5,625 $980 Million
Q4 2023

May 10, 2024
BUY
$150.16 - $171.16 $268,936 - $306,547
1,791 Added 31.84%
7,416 $1.26 Billion
Q4 2021

Feb 13, 2024
BUY
N/A
5,609 New
5,609 $986 Million

Others Institutions Holding VIG

# of Institutions
2,249
Shares Held
204M
Call Options Held
463K
Put Options Held
229K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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.

Choose your preferred platform and Sign Up 👇 Telegram Email