Ever Source Wealth Advisors, LLC Vanguard Sht Term Corp Bd 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 Sht Term Corp Bd ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 258,883 shares of VCSH stock, worth $20.3 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares

258,883

Previous 253,443 2.15%

Holding current value

$20.3 Million

Previous $19.6 Million 4.97%

% of portfolio

1.39%

Previous 1.31%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$76.94 - $79.54 $418,553 - $432,697	5,440 Added 2.15%	258,883 $20.6 Million
Q2 2024 Aug 13, 2024	SELL	$76.35 - $77.35 $1.34 Million - $1.36 Million	-17,545 Reduced 6.47%	253,443 $19.6 Million
Q1 2024 Jun 11, 2024	SELL	$76.87 - $77.64 $3.2 Million - $3.23 Million	-41,595 Reduced 13.31%	270,988 $21 Million
Q4 2023 Feb 09, 2024	BUY	$74.49 - $77.37 $1.49 Million - $1.55 Million	19,976 Added 6.83%	312,583 $24.2 Million
Q3 2023 Nov 03, 2023	BUY	$74.99 - $75.99 $2.24 Million - $2.27 Million	29,834 Added 11.35%	292,607 $22 Million
Q2 2023 Aug 04, 2023	BUY	$75.46 - $76.54 $716,643 - $726,900	9,497 Added 3.75%	262,773 $19.9 Million
Q1 2023 May 11, 2023	BUY	$74.76 - $76.57 $686,521 - $703,142	9,183 Added 3.76%	253,276 $19.3 Million
Q4 2022 Feb 09, 2023	BUY	$73.35 - $75.8 $529,000 - $546,669	7,212 Added 3.04%	244,093 $18.4 Million
Q3 2022 Nov 07, 2022	SELL	$74.01 - $77.39 $1.08 Million - $1.13 Million	-14,552 Reduced 5.79%	236,881 $17.6 Million
Q2 2022 Aug 01, 2022	BUY	$75.21 - $77.95 $6.13 Million - $6.36 Million	81,558 Added 48.01%	251,433 $19.2 Million
Q1 2022 May 25, 2022	SELL	$77.77 - $81.19 $4.39 Million - $4.58 Million	-56,409 Reduced 24.93%	169,875 $13.3 Million
Q4 2021 Feb 07, 2022	BUY	$81.21 - $82.44 $18.4 Million - $18.7 Million	226,284 New	226,284 $18.4 Million

Others Institutions Holding VCSH

# of Institutions

1,361

Shares Held

311M

Call Options Held

7.7K

Put Options Held

5.1K

View Full List

About VANGUARD SHT-TERM CORP BD ETF

Ticker VCSH
Sector ETFs
Industry ETFs

More about VCSH

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Ever Source Wealth Advisors, LLC Vanguard Sht Term Corp Bd ETF Transaction History