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

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 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 $4,363. This represents 0.0% of its overall portfolio holdings.

Number of Shares
53
Previous 53 -0.0%
Holding current value
$4,363
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
196
Shares Held
6.24M
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
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