Ever Source Wealth Advisors, LLC Vanguard Financial ETF Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 372 shares of VFH stock, worth $45,711. This represents 0.0% of its overall portfolio holdings.

Number of Shares

372

Previous 372 -0.0%

Holding current value

$45,711

Previous $43,000 2.33%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$108.87 - $126.2 $2,068 - $2,397	19 Added 5.38%	372 $43,000
Q2 2024 Aug 13, 2024	BUY	$95.9 - $103.0 $4,986 - $5,356	52 Added 17.28%	353 $35,000
Q1 2024 Jun 11, 2024	SELL	$90.62 - $102.39 $15,314 - $17,303	-169 Reduced 35.96%	301 $30,000
Q4 2023 Feb 09, 2024	SELL	$75.97 - $92.67 $49,228 - $60,050	-648 Reduced 57.96%	470 $43,000
Q3 2023 Nov 03, 2023	BUY	$80.32 - $86.71 $77,830 - $84,021	969 Added 650.34%	1,118 $89,000
Q2 2023 Aug 04, 2023	SELL	$74.65 - $81.49 $8,286 - $9,045	-111 Reduced 42.69%	149 $12,000
Q1 2023 May 11, 2023	SELL	$74.95 - $90.64 $53,514 - $64,716	-714 Reduced 73.31%	260 $20,000
Q4 2022 Feb 09, 2023	BUY	$74.7 - $88.6 $52,215 - $61,931	699 Added 254.18%	974 $80,000
Q2 2022 Aug 01, 2022	SELL	$75.42 - $93.29 $1,206 - $1,492	-16 Reduced 5.5%	275 $21,000
Q1 2022 May 25, 2022	SELL	$87.26 - $101.75 $4,450 - $5,189	-51 Reduced 14.91%	291 $27,000
Q4 2021 Feb 07, 2022	BUY	$92.72 - $100.95 $31,710 - $34,524	342 New	342 $33,000

Others Institutions Holding VFH

# of Institutions

779

Shares Held

54.1M

Call Options Held

87.9K

Put Options Held

43.3K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

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Ever Source Wealth Advisors, LLC Vanguard Financial ETF Transaction History