Ever Source Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 114,159 shares of VIG stock, worth $20.8 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares

114,159

Previous 124,688 8.44%

Holding current value

$20.8 Million

Previous $22.7 Million 8.44%

% of portfolio

1.26%

Previous 1.54%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	N/A	-10,529 Reduced 8.44%	114,159 $20.8 Million
Q3 2024 Nov 08, 2024	BUY	$182.15 - $182.15 $8,378 - $8,378	46 Added 0.04%	124,688 $22.7 Million
Q2 2024 Aug 13, 2024	BUY	$173.33 - $185.29 $167,610 - $179,175	967 Added 0.78%	124,642 $22.8 Million
Q1 2024 Jun 11, 2024	BUY	$168.47 - $182.98 $502,040 - $545,280	2,980 Added 2.47%	123,675 $22.6 Million
Q4 2023 Feb 09, 2024	BUY	$150.16 - $171.16 $56,910 - $64,869	379 Added 0.32%	120,695 $20.6 Million
Q3 2023 Nov 03, 2023	SELL	$155.38 - $166.95 $282,014 - $303,014	-1,815 Reduced 1.49%	120,316 $18.7 Million
Q2 2023 Aug 04, 2023	SELL	$152.74 - $162.43 $118,526 - $126,045	-776 Reduced 0.63%	122,131 $19.8 Million
Q1 2023 May 11, 2023	BUY	$147.24 - $158.33 $666,408 - $716,601	4,526 Added 3.82%	122,907 $18.9 Million
Q4 2022 Feb 09, 2023	BUY	$144.84 - $158.71 $5.34 Million - $5.85 Million	36,875 Added 45.24%	118,381 $18 Million
Q3 2022 Nov 07, 2022	BUY	N/A	2,775 Added 3.52%	81,506 $11 Million
Q2 2022 Aug 01, 2022	BUY	N/A	1,144 Added 1.47%	78,731 $11.3 Million
Q1 2022 May 25, 2022	BUY	N/A	5,129 Added 7.08%	77,587 $12.6 Million
Q4 2021 Feb 07, 2022	BUY	N/A	72,458 New	72,458 $12.4 Million

Others Institutions Holding VIG

# of Institutions

2,477

Shares Held

253M

Call Options Held

578K

Put Options Held

196K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Ever Source Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History