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

Ever Source Wealth Advisors, LLC

$1.95 Billion
Q2 2025

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 30 shares of VBK stock, worth $9,192. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 198 84.85%

Holding current value

$9,192

Previous $49,000 83.67%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$219.76 - $276.94 $36,919 - $46,525	-168 Reduced 84.85%	30 $8,000
Q1 2025 May 13, 2025	SELL	$247.97 - $296.33 $1,735 - $2,074	-7 Reduced 3.41%	198 $49,000
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

1,248

Shares Held

44.6M

Call Options Held

63.2K

Put Options Held

44.5K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

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