Ever Source Wealth Advisors, LLC Vanguard Intermediate Term Tre Transaction History

Ever Source Wealth Advisors, LLC

$1.48 Billion
Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 140,318 shares of VGIT stock, worth $8.2 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

140,318

Previous 120,051 16.88%

Holding current value

$8.2 Million

Previous $6.99 Million 21.29%

% of portfolio

0.57%

Previous 0.47%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$57.8 - $60.8 $1.17 Million - $1.23 Million	20,267 Added 16.88%	140,318 $8.48 Million
Q2 2024 Aug 13, 2024	BUY	$57.14 - $58.53 $869,213 - $890,358	15,212 Added 14.51%	120,051 $6.99 Million
Q1 2024 Jun 11, 2024	BUY	$58.07 - $59.52 $845,441 - $866,551	14,559 Added 16.13%	104,839 $6.14 Million
Q4 2023 Feb 09, 2024	BUY	$56.15 - $59.51 $386,985 - $410,142	6,892 Added 8.26%	90,280 $5.36 Million
Q3 2023 Nov 03, 2023	BUY	$56.93 - $59.05 $1.05 Million - $1.09 Million	18,502 Added 28.51%	83,388 $4.77 Million
Q2 2023 Aug 04, 2023	SELL	$58.61 - $60.65 $43,312 - $44,820	-739 Reduced 1.13%	64,886 $3.81 Million
Q1 2023 May 11, 2023	BUY	$57.72 - $60.39 $18,297 - $19,143	317 Added 0.49%	65,625 $3.93 Million
Q4 2022 Feb 09, 2023	SELL	$57.14 - $59.67 $1.01 Million - $1.05 Million	-17,653 Reduced 21.28%	65,308 $3.82 Million
Q3 2022 Nov 07, 2022	BUY	$57.73 - $62.32 $389,792 - $420,784	6,752 Added 8.86%	82,961 $4.84 Million
Q2 2022 Aug 01, 2022	BUY	$59.34 - $62.5 $83,728 - $88,187	1,411 Added 1.89%	76,209 $4.66 Million
Q1 2022 May 25, 2022	SELL	$62.43 - $66.15 $1.89 Million - $2.01 Million	-30,310 Reduced 28.84%	74,798 $4.71 Million
Q4 2021 Feb 07, 2022	BUY	$66.4 - $67.68 $6.98 Million - $7.11 Million	105,108 New	105,108 $6.99 Million

Others Institutions Holding VGIT

# of Institutions

755

Shares Held

386M

Call Options Held

26.7K

Put Options Held

12K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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Ever Source Wealth Advisors, LLC Vanguard Intermediate Term Tre Transaction History