Ever Source Wealth Advisors, LLC Vanguard Information Technolog Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,061 shares of VGT stock, worth $631,390. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,061

Previous 1,181 10.16%

Holding current value

$631,390

Previous $734,000 21.66%

% of portfolio

0.03%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$542.38 - $646.34 $65,085 - $77,560	-120 Reduced 10.16%	1,061 $575,000
Q4 2024 Feb 07, 2025	BUY	$571.78 - $647.97 $204,697 - $231,973	358 Added 43.5%	1,181 $734,000
Q3 2024 Nov 08, 2024	SELL	$514.43 - $606.85 $16,976 - $20,026	-33 Reduced 3.86%	823 $482,000
Q2 2024 Aug 13, 2024	BUY	$479.9 - $588.82 $21,115 - $25,908	44 Added 5.42%	856 $493,000
Q1 2024 Jun 11, 2024	BUY	$462.18 - $530.16 $91,511 - $104,971	198 Added 32.25%	812 $425,000
Q4 2023 Feb 09, 2024	SELL	$399.56 - $486.79 $21,576 - $26,286	-54 Reduced 8.08%	614 $297,000
Q3 2023 Nov 03, 2023	BUY	$409.4 - $459.58 $87,611 - $98,350	214 Added 47.14%	668 $277,000
Q2 2023 Aug 04, 2023	SELL	$368.4 - $443.39 $46,418 - $55,867	-126 Reduced 21.72%	454 $200,000
Q1 2023 May 11, 2023	BUY	$311.14 - $385.47 $30,491 - $37,776	98 Added 20.33%	580 $223,000
Q4 2022 Feb 09, 2023	BUY	$300.84 - $349.17 $145,004 - $168,299	482 New	482 $153,000

Others Institutions Holding VGT

# of Institutions

1,841

Shares Held

50.6M

Call Options Held

1.12M

Put Options Held

466K

View Full List

About VANGUARD INFORMATION TECHNOLOG

Ticker VGT
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Ever Source Wealth Advisors, LLC Vanguard Information Technolog Transaction History