Evernest Financial Advisors, LLC Vanguard Dividend Appreciation Transaction History

Evernest Financial Advisors, LLC

$363 Million
Q4 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 5,675 shares of VIG stock, worth $1.03 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

5,675

Previous 5,643 0.57%

Holding current value

$1.03 Million

Previous $1.03 Million 0.58%

% of portfolio

0.28%

Previous 0.28%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	N/A	32 Added 0.57%	5,675 $1.03 Million
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

2,458

Shares Held

252M

Call Options Held

626K

Put Options Held

183K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Evernest Financial Advisors, LLC Vanguard Dividend Appreciation Transaction History