Ever Source Wealth Advisors, LLC Vanguard Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 65,621 shares of VGSH stock, worth $3.82 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
65,621
Previous 51,461 27.52%
Holding current value
$3.82 Million
Previous $2.98 Million 29.76%
% of portfolio
0.26%
Previous 0.2%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$57.74 - $59.13 $817,598 - $837,280
14,160 Added 27.52%
65,621 $3.87 Million
Q2 2024

Aug 13, 2024
BUY
$57.55 - $58.0 $852,891 - $859,560
14,820 Added 40.45%
51,461 $2.98 Million
Q1 2024

Jun 11, 2024
BUY
$57.88 - $58.54 $404,523 - $409,136
6,989 Added 23.57%
36,641 $2.13 Million
Q4 2023

Feb 09, 2024
BUY
$57.34 - $58.41 $452,699 - $461,146
7,895 Added 36.29%
29,652 $1.73 Million
Q3 2023

Nov 03, 2023
SELL
$57.47 - $57.91 $8,275 - $8,339
-144 Reduced 0.66%
21,757 $1.25 Million
Q2 2023

Aug 04, 2023
SELL
$57.72 - $58.69 $33,246 - $33,805
-576 Reduced 2.56%
21,901 $1.26 Million
Q1 2023

May 11, 2023
BUY
$57.32 - $58.77 $28,660 - $29,385
500 Added 2.28%
22,477 $1.32 Million
Q4 2022

Feb 09, 2023
SELL
$57.38 - $58.13 $101,275 - $102,599
-1,765 Reduced 7.43%
21,977 $1.27 Million
Q3 2022

Nov 07, 2022
SELL
$57.67 - $59.08 $290,656 - $297,763
-5,040 Reduced 17.51%
23,742 $1.37 Million
Q2 2022

Aug 01, 2022
SELL
$58.29 - $59.37 $187,169 - $190,637
-3,211 Reduced 10.04%
28,782 $1.69 Million
Q1 2022

May 25, 2022
SELL
$59.19 - $60.79 $77,361 - $79,452
-1,307 Reduced 3.92%
31,993 $1.9 Million
Q4 2021

Feb 07, 2022
BUY
$60.79 - $61.43 $2.02 Million - $2.05 Million
33,300 New
33,300 $2.03 Million

Others Institutions Holding VGSH

# of Institutions
917
Shares Held
232M
Call Options Held
21.5K
Put Options Held
32.6K
View Full List

About VANGUARD

VGSH Quotes by TradingView
  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
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