Evernest Financial Advisors, LLC Vanguard Mid Cap ETF Transaction History

Evernest Financial Advisors, LLC

  • $362 Million
  • Q3 2024

A detailed history of Evernest Financial Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 7,247 shares of VO stock, worth $1.94 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
7,247
Previous 3,843 88.58%
Holding current value
$1.94 Million
Previous $930,000 105.48%
% of portfolio
0.53%
Previous 0.43%

Shares

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

Oct 21, 2024
BUY
$237.84 - $263.83 $809,607 - $898,077
3,404 Added 88.58%
7,247 $1.91 Million
Q4 2023

May 10, 2024
SELL
$195.66 - $233.95 $13,696 - $16,376
-70 Reduced 1.82%
3,773 $878 Million
Q4 2021

Feb 13, 2024
BUY
$236.98 - $261.2 $910,714 - $1 Million
3,843 New
3,843 $901 Million

Others Institutions Holding VO

# of Institutions
2,092
Shares Held
173M
Call Options Held
57K
Put Options Held
93.7K
View Full List

About VANGUARD MID-CAP ETF

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