Ever Source Wealth Advisors, LLC Vanguard Bd Index Fd Inc Long Transaction History

Ever Source Wealth Advisors, LLC

  • $1.25 Billion
  • Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 95,177 shares of BLV stock, worth $6.69 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
95,177
Previous 73,794 28.98%
Holding current value
$6.69 Million
Previous $5.34 Million 28.99%
% of portfolio
0.55%
Previous 0.48%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024
BUY
$70.55 - $74.4 $1.51 Million - $1.59 Million
21,383 Added 28.98%
95,177 $6.88 Million
Q4 2023

Feb 09, 2024
BUY
$63.1 - $75.48 $524,045 - $626,861
8,305 Added 12.68%
73,794 $5.5 Million
Q3 2023

Nov 03, 2023
BUY
$66.98 - $75.19 $924,792 - $1.04 Million
13,807 Added 26.72%
65,489 $4.39 Million
Q2 2023

Aug 04, 2023
BUY
$72.8 - $77.78 $442,478 - $472,746
6,078 Added 13.33%
51,682 $3.87 Million
Q1 2023

May 11, 2023
BUY
$72.23 - $78.61 $688,929 - $749,782
9,538 Added 26.45%
45,604 $3.5 Million
Q4 2022

Feb 09, 2023
BUY
$67.98 - $78.06 $911,679 - $1.05 Million
13,411 Added 59.2%
36,066 $2.61 Million
Q3 2022

Nov 07, 2022
BUY
N/A
14,222 Added 168.65%
22,655 $1.63 Million
Q2 2022

Aug 01, 2022
BUY
N/A
264 Added 3.23%
8,433 $672,000
Q1 2022

May 25, 2022
BUY
N/A
588 Added 7.76%
8,169 $749,000
Q4 2021

Feb 07, 2022
BUY
N/A
7,581 New
7,581 $780,000

Others Institutions Holding BLV

# of Institutions
376
Shares Held
42.3M
Call Options Held
20.1K
Put Options Held
17.9K
View Full List

About VANGUARD BD INDEX FD INC LONG

BLV Quotes by TradingView
  • Ticker BLV
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