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

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

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 114,832 shares of BLV stock, worth $7.8 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

114,832

Previous 113,517 1.16%

Holding current value

$7.8 Million

Previous $7.77 Million 4.11%

% of portfolio

0.49%

Previous 0.47%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$66.9 - $71.57 $87,973 - $94,114	1,315 Added 1.16%	114,832 $8.09 Million
Q4 2024 Feb 07, 2025	BUY	$68.25 - $75.42 $595,208 - $657,737	8,721 Added 8.32%	113,517 $7.77 Million
Q3 2024 Nov 08, 2024	BUY	$69.16 - $76.64 $117,641 - $130,364	1,701 Added 1.65%	104,796 $7.88 Million
Q2 2024 Aug 13, 2024	BUY	$67.85 - $72.06 $537,236 - $570,571	7,918 Added 8.32%	103,095 $7.25 Million
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	$66.85 - $78.06 $896,525 - $1.05 Million	13,411 Added 59.2%	36,066 $2.61 Million
Q3 2022 Nov 07, 2022	BUY	$70.98 - $83.52 $1.01 Million - $1.19 Million	14,222 Added 168.65%	22,655 $1.63 Million
Q2 2022 Aug 01, 2022	BUY	$76.82 - $91.91 $20,280 - $24,264	264 Added 3.23%	8,433 $672,000
Q1 2022 May 25, 2022	BUY	$89.51 - $101.14 $52,631 - $59,470	588 Added 7.76%	8,169 $749,000
Q4 2021 Feb 07, 2022	BUY	$100.51 - $106.41 $761,966 - $806,694	7,581 New	7,581 $780,000

Others Institutions Holding BLV

# of Institutions

405

Shares Held

46.8M

Call Options Held

70.4K

Put Options Held

11.5K

View Full List

About VANGUARD BD INDEX FD INC LONG

Ticker BLV
Sector ETFs
Industry ETFs

More about BLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Account

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