Ever Source Wealth Advisors, LLC Vanguard Information Technolog Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 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 881 shares of VGT stock, worth $661,164. This represents 0.03% of its overall portfolio holdings.

Number of Shares
881
Previous 1,061 16.97%
Holding current value
$661,164
Previous $575,000 1.57%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$470.37 - $663.28 $84,666 - $119,390
-180 Reduced 16.97%
881 $584,000
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
1,986
Shares Held
54.6M
Call Options Held
877K
Put Options Held
443K
View Full List

About VANGUARD INFORMATION TECHNOLOG

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