Ever Source Wealth Advisors, LLC Vanguard S&P Small Cap 600 Gro Transaction History

Ever Source Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$103.13 - $112.43 $0 - $0	0 New	0 $0
Q4 2023 Feb 09, 2024	SELL	$88.58 - $109.44 $39,683 - $49,029	-448 Closed	0 $0
Q3 2023 Nov 03, 2023	BUY	$93.72 - $104.07 $187 - $208	2 Added 0.45%	448 $42,000
Q1 2023 May 11, 2023	BUY	$91.22 - $207.34 $20,342 - $46,236	223 Added 100.0%	446 $42,000
Q4 2022 Feb 09, 2023	BUY	$88.74 - $201.72 $177 - $403	2 Added 0.9%	223 $41,000
Q2 2022 Aug 01, 2022	BUY	$87.36 - $108.94 $87 - $108	1 Added 0.45%	221 $40,000
Q1 2022 May 25, 2022	BUY	$102.67 - $120.58 $22,587 - $26,527	220 New	220 $48,000

161

3.02M

2.9K

200

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