Ever Source Wealth Advisors, LLC Vanguard Small Cap Value 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 Value ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 14,161 shares of VBR stock, worth $2.57 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
14,161
Previous 14,305
1.01%
Holding current value
$2.57 Million
Previous $2.74 Million
0.98%
% of portfolio
0.22%
Previous 0.24%
Shares
11 transactions
Others Institutions Holding VBR
# of Institutions
1,446Shares Held
88.9MCall Options Held
62.7KPut Options Held
18.5K-
Bank Of America Corp Charlotte, NC15.8MShares$2.86 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$774 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$756 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$642 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$551 Million0.79% of portfolio