Ever Source Wealth Advisors, LLC Vanguard Transaction History

Ever Source Wealth Advisors, LLC

$1.95 Billion
Q2 2025

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 152,978 shares of VGSH stock, worth $9 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

152,978

Previous 121,493 25.92%

Holding current value

$9 Million

Previous $7.13 Million 26.12%

% of portfolio

0.46%

Previous 0.43%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$58.32 - $58.95 $1.84 Million - $1.86 Million	31,485 Added 25.92%	152,978 $8.99 Million
Q1 2025 May 13, 2025	BUY	$58.07 - $58.69 $71,832 - $72,599	1,237 Added 1.03%	121,493 $7.13 Million
Q4 2024 Feb 07, 2025	BUY	$58.02 - $58.88 $3.17 Million - $3.22 Million	54,635 Added 83.26%	120,256 $7 Million
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

1,062

Shares Held

286M

Call Options Held

Put Options Held

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About VANGUARD

Ticker VGSH
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Ever Source Wealth Advisors, LLC Vanguard Transaction History