Ever Source Wealth Advisors, LLC Vanguard Long Term Treasury Et Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Long Term Treasury Et stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 49,396 shares of VGLT stock, worth $2.72 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

49,396

Previous 55,827 11.52%

Holding current value

$2.72 Million

Previous $3.09 Million 7.93%

% of portfolio

0.17%

Previous 0.19%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$53.99 - $58.43 $347,209 - $375,763	-6,431 Reduced 11.52%	49,396 $2.85 Million
Q4 2024 Feb 07, 2025	BUY	$55.1 - $61.74 $1.54 Million - $1.73 Million	27,989 Added 100.54%	55,827 $3.09 Million
Q3 2024 Nov 08, 2024	BUY	$56.52 - $63.23 $849,608 - $950,473	15,032 Added 117.38%	27,838 $1.71 Million
Q2 2024 Aug 13, 2024	BUY	$55.25 - $59.25 $306,692 - $328,896	5,551 Added 76.51%	12,806 $738,000
Q1 2024 Jun 11, 2024	SELL	$57.73 - $61.4 $292,056 - $310,622	-5,059 Reduced 41.08%	7,255 $429,000
Q4 2023 Feb 09, 2024	BUY	$52.05 - $62.44 $389,698 - $467,488	7,487 Added 155.11%	12,314 $757,000
Q3 2023 Nov 03, 2023	BUY	$55.35 - $63.62 $173,079 - $198,939	3,127 Added 183.94%	4,827 $267,000
Q2 2023 Aug 04, 2023	SELL	$62.12 - $66.83 $130,452 - $140,343	-2,100 Reduced 55.26%	1,700 $108,000
Q1 2023 May 11, 2023	BUY	$61.35 - $66.86 $82,822 - $90,261	1,350 Added 55.1%	3,800 $248,000
Q4 2022 Feb 09, 2023	BUY	$57.38 - $66.98 $140,581 - $164,101	2,450 New	2,450 $150,000

Others Institutions Holding VGLT

# of Institutions

444

Shares Held

101M

Call Options Held

388K

Put Options Held

65.7K

View Full List

About VANGUARD LONG TERM TREASURY ET

Ticker VGLT
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Industry ETFs

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Ever Source Wealth Advisors, LLC Vanguard Long Term Treasury Et Transaction History