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

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 53 shares of VIOV stock, worth $4,994. This represents 0.0% of its overall portfolio holdings.

Number of Shares
53
Previous 53 -0.0%
Holding current value
$4,994
Previous $4,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$82.38 - $93.84 $2,883 - $3,284
-35 Reduced 39.77%
53 $4,000
Q1 2024

Jun 11, 2024
SELL
$82.31 - $88.42 $10,206 - $10,964
-124 Reduced 58.49%
88 $7,000
Q4 2023

Feb 09, 2024
SELL
$70.88 - $89.92 $5,670 - $7,193
-80 Reduced 27.4%
212 $18,000
Q3 2023

Nov 03, 2023
SELL
$76.16 - $87.03 $11,424 - $13,054
-150 Reduced 33.94%
292 $22,000
Q2 2023

Aug 04, 2023
SELL
$75.67 - $82.89 $9,080 - $9,946
-120 Reduced 21.35%
442 $36,000
Q1 2023

May 11, 2023
BUY
$76.95 - $184.17 $21,622 - $51,751
281 Added 100.0%
562 $45,000
Q4 2022

Feb 09, 2023
SELL
$73.18 - $169.88 $7,757 - $18,007
-106 Reduced 27.39%
281 $44,000
Q2 2022

Aug 01, 2022
SELL
$74.83 - $89.39 $4,190 - $5,005
-56 Reduced 12.64%
387 $60,000
Q1 2022

May 25, 2022
BUY
$83.93 - $92.65 $8,644 - $9,542
103 Added 30.29%
443 $78,000
Q4 2021

Feb 07, 2022
BUY
$85.88 - $95.79 $29,199 - $32,568
340 New
340 $61,000

Others Institutions Holding VIOV

# of Institutions
207
Shares Held
6.69M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P SMALL CAP 600 VAL

VIOV Quotes by TradingView
  • Ticker VIOV
  • Sector ETFs
  • Industry ETFs
More about VIOV
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email