Ever Source Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 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 13,902 shares of VBR stock, worth $2.78 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
13,902
Previous 14,246
2.41%
Holding current value
$2.78 Million
Previous $2.6 Million
7.35%
% of portfolio
0.19%
Previous 0.17%
Shares
13 transactions
Others Institutions Holding VBR
# of Institutions
1,543Shares Held
92.3MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.68 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$762 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$750 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$738 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$476 Million0.49% of portfolio