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

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

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 55,827 shares of VGLT stock, worth $3.18 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

55,827

Previous 27,838 100.54%

Holding current value

$3.18 Million

Previous $1.71 Million 80.39%

% of portfolio

0.19%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

438

Shares Held

121M

Call Options Held

218K

Put Options Held

76.9K

View Full List

About VANGUARD LONG TERM TREASURY ET

Ticker VGLT
Sector ETFs
Industry ETFs

More about VGLT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Account

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