Ever Source Wealth Advisors, LLC Vanguard Small Cap Growth ETF Transaction History

Ever Source Wealth Advisors, LLC

$1.25 Billion
Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 32 shares of VBK stock, worth $8,271. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 40 20.0%

Holding current value

$8,271

Previous $10,000 20.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jun 11, 2024	SELL	$231.0 - $260.72 $1,848 - $2,085	-8 Reduced 20.0%	32 $8,000
Q4 2023 Feb 09, 2024	SELL	$196.36 - $245.46 $9,425 - $11,782	-48 Reduced 54.55%	40 $9,000
Q3 2023 Nov 03, 2023	SELL	$210.59 - $239.48 $6,317 - $7,184	-30 Reduced 25.42%	88 $18,000
Q2 2023 Aug 04, 2023	BUY	$209.12 - $229.74 $8,573 - $9,419	41 Added 53.25%	118 $27,000
Q1 2023 May 11, 2023	BUY	$198.77 - $233.54 $8,547 - $10,042	43 Added 126.47%	77 $16,000

Q3 2022 Nov 07, 2022	SELL	N/A	-35 Reduced 50.72%	34 $7,000
Q2 2022 Aug 01, 2022	SELL	N/A	-41 Reduced 37.27%	69 $14,000
Q1 2022 May 25, 2022	SELL	N/A	-90 Reduced 45.0%	110 $27,000
Q4 2021 Feb 07, 2022	BUY	N/A	200 New	200 $56,000

Others Institutions Holding VBK

# of Institutions

1,069

Shares Held

39.7M

Call Options Held

45.9K

Put Options Held

17.7K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

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Ever Source Wealth Advisors, LLC Vanguard Small Cap Growth ETF Transaction History