Ever Source Wealth Advisors, LLC Vanguard Small Cap Growth 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 Small Cap Growth ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 205 shares of VBK stock, worth $56,055. This represents 0.0% of its overall portfolio holdings.

Number of Shares
205
Previous 204 0.49%
Holding current value
$56,055
Previous $54,000 5.56%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 07, 2025
BUY
$264.18 - $304.19 $264 - $304
1 Added 0.49%
205 $57,000
Q3 2024

Nov 08, 2024
SELL
$240.48 - $267.94 $240 - $267
-1 Reduced 0.49%
204 $54,000
Q2 2024

Aug 13, 2024
BUY
$237.63 - $258.31 $41,109 - $44,687
173 Added 540.63%
205 $51,000
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
$192.77 - $237.17 $6,746 - $8,300
-35 Reduced 50.72%
34 $7,000
Q2 2022

Aug 01, 2022
SELL
$188.16 - $253.27 $7,714 - $10,384
-41 Reduced 37.27%
69 $14,000
Q1 2022

May 25, 2022
SELL
$224.28 - $282.83 $20,185 - $25,454
-90 Reduced 45.0%
110 $27,000
Q4 2021

Feb 07, 2022
BUY
$269.22 - $305.79 $53,844 - $61,158
200 New
200 $56,000

Others Institutions Holding VBK

# of Institutions
1,222
Shares Held
46.3M
Call Options Held
49.2K
Put Options Held
36.6K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
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