Ever Source Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 88,587 shares of VNQ stock, worth $7.92 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
88,587
Previous 4,222 1998.22%
Holding current value
$7.92 Million
Previous $353,000 2344.76%
% of portfolio
0.58%
Previous 0.02%

Shares

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

Nov 08, 2024
BUY
$82.97 - $98.97 $7 Million - $8.35 Million
84,365 Added 1998.22%
88,587 $8.63 Million
Q2 2024

Aug 13, 2024
SELL
$78.61 - $85.97 $18,866 - $20,632
-240 Reduced 5.38%
4,222 $353,000
Q1 2024

Jun 11, 2024
BUY
$82.58 - $89.12 $101,325 - $109,350
1,227 Added 37.93%
4,462 $385,000
Q4 2023

Feb 09, 2024
SELL
$71.05 - $89.54 $62,950 - $79,332
-886 Reduced 21.5%
3,235 $285,000
Q3 2023

Nov 03, 2023
BUY
$75.44 - $86.89 $21,726 - $25,024
288 Added 7.51%
4,121 $311,000
Q2 2023

Aug 04, 2023
SELL
$78.4 - $83.98 $92,276 - $98,844
-1,177 Reduced 23.49%
3,833 $320,000
Q1 2023

May 11, 2023
BUY
$77.59 - $93.7 $11,948 - $14,429
154 Added 3.17%
5,010 $416,000
Q4 2022

Feb 09, 2023
BUY
$76.14 - $88.09 $242,353 - $280,390
3,183 Added 190.26%
4,856 $400,000
Q3 2022

Nov 07, 2022
SELL
$79.28 - $102.13 $21,167 - $27,268
-267 Reduced 13.76%
1,673 $134,000
Q2 2022

Aug 01, 2022
SELL
$87.04 - $112.5 $2,001 - $2,587
-23 Reduced 1.17%
1,940 $177,000
Q1 2022

May 25, 2022
BUY
$99.96 - $115.1 $1,799 - $2,071
18 Added 0.93%
1,963 $212,000
Q4 2021

Feb 07, 2022
BUY
$102.53 - $116.01 $199,420 - $225,639
1,945 New
1,945 $226,000

Others Institutions Holding VNQ

# of Institutions
1,825
Shares Held
241M
Call Options Held
1.22M
Put Options Held
1.53M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

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