Ever Source Wealth Advisors, LLC Vanguard Bd Index Fd Inc Total 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 Total stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 72,747 shares of BND stock, worth $5.26 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

72,747

Previous 21,574 237.2%

Holding current value

$5.26 Million

Previous $1.55 Million 244.49%

% of portfolio

0.32%

Previous 0.09%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$71.17 - $73.66 $3.64 Million - $3.77 Million	51,173 Added 237.2%	72,747 $5.34 Million
Q4 2024 Feb 07, 2025	BUY	$71.75 - $75.11 $806,900 - $844,687	11,246 Added 108.89%	21,574 $1.55 Million
Q3 2024 Nov 08, 2024	BUY	$71.45 - $75.64 $12,575 - $13,312	176 Added 1.73%	10,328 $775,000
Q2 2024 Aug 13, 2024	SELL	$70.55 - $72.66 $52,136 - $53,695	-739 Reduced 6.79%	10,152 $731,000
Q1 2024 Jun 11, 2024	BUY	$71.76 - $73.66 $77,357 - $79,405	1,078 Added 10.99%	10,891 $791,000
Q4 2023 Feb 09, 2024	BUY	$68.04 - $73.9 $186,905 - $203,003	2,747 Added 38.88%	9,813 $721,000
Q3 2023 Nov 03, 2023	SELL	$69.63 - $72.91 $363,538 - $380,663	-5,221 Reduced 42.49%	7,066 $493,000
Q2 2023 Aug 04, 2023	BUY	$72.23 - $74.46 $400,948 - $413,327	5,551 Added 82.41%	12,287 $893,000
Q1 2023 May 11, 2023	BUY	$71.33 - $74.57 $112,344 - $117,447	1,575 Added 30.52%	6,736 $497,000
Q4 2022 Feb 09, 2023	BUY	$69.38 - $73.88 $18,663 - $19,873	269 Added 5.5%	5,161 $370,000
Q3 2022 Nov 07, 2022	BUY	$70.77 - $77.08 $13,517 - $14,722	191 Added 4.06%	4,892 $349,000
Q2 2022 Aug 01, 2022	SELL	$73.3 - $79.23 $175,626 - $189,835	-2,396 Reduced 33.76%	4,701 $354,000
Q1 2022 May 25, 2022	SELL	$78.72 - $84.18 $66,754 - $71,384	-848 Reduced 10.67%	7,097 $565,000
Q4 2021 Feb 07, 2022	BUY	$84.47 - $85.89 $671,114 - $682,396	7,945 New	7,945 $673,000

Others Institutions Holding BND

# of Institutions

1,774

Shares Held

1.08B

Call Options Held

42.5K

Put Options Held

30.2K

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