Ever Source Wealth Advisors, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 571 shares of IVOO stock, worth $56,272. This represents 0.0% of its overall portfolio holdings.

Number of Shares
571
Previous 759 24.77%
Holding current value
$56,272
Previous $80,000 25.0%
% of portfolio
0.0%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$104.52 - $115.08 $19,649 - $21,635
-188 Reduced 24.77%
571 $60,000
Q4 2023

Feb 09, 2024
SELL
$78.64 - $94.88 $9,200 - $11,100
-117 Reduced 13.36%
759 $71,000
Q2 2023

Aug 04, 2023
SELL
$81.37 - $88.56 $14,158 - $15,409
-174 Reduced 16.57%
876 $77,000
Q1 2023

May 11, 2023
BUY
$80.26 - $183.76 $42,136 - $96,474
525 Added 100.0%
1,050 $88,000
Q1 2022

May 25, 2022
SELL
$85.0 - $96.56 $4,675 - $5,310
-55 Reduced 9.48%
525 $95,000
Q4 2021

Feb 07, 2022
BUY
$89.97 - $98.34 $52,182 - $57,037
580 New
580 $111,000

Others Institutions Holding IVOO

# of Institutions
296
Shares Held
11.3M
Call Options Held
3.4K
Put Options Held
200
View Full List

About VANGUARD S&P MID CAP 400 ETF

IVOO Quotes by TradingView
  • Ticker IVOO
  • Sector ETFs
  • Industry ETFs
More about IVOO
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email