Ever Source Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,139 shares of VO stock, worth $301,026. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,139
Previous 689 65.31%
Holding current value
$301,026
Previous $166,000 80.72%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 08, 2024
BUY
$237.84 - $263.83 $107,028 - $118,723
450 Added 65.31%
1,139 $300,000
Q2 2024

Aug 13, 2024
BUY
$234.99 - $248.98 $41,123 - $43,571
175 Added 34.05%
689 $166,000
Q1 2024

Jun 11, 2024
SELL
$225.86 - $249.86 $15,810 - $17,490
-70 Reduced 11.99%
514 $128,000
Q4 2023

Feb 09, 2024
BUY
$195.66 - $233.95 $38,545 - $46,088
197 Added 50.9%
584 $135,000
Q3 2023

Nov 03, 2023
BUY
$206.6 - $228.23 $12,602 - $13,922
61 Added 18.71%
387 $80,000
Q2 2023

Aug 04, 2023
BUY
$203.43 - $220.16 $50,043 - $54,159
246 Added 307.5%
326 $71,000
Q4 2022

Feb 09, 2023
BUY
$186.57 - $217.26 $186 - $217
1 Added 1.27%
80 $16,000
Q2 2022

Aug 01, 2022
SELL
$190.36 - $240.41 $2,665 - $3,365
-14 Reduced 15.05%
79 $16,000
Q1 2022

May 25, 2022
BUY
$219.86 - $253.39 $219 - $253
1 Added 1.09%
93 $22,000
Q4 2021

Feb 07, 2022
BUY
$236.98 - $261.2 $21,802 - $24,030
92 New
92 $24,000

Others Institutions Holding VO

# of Institutions
2,092
Shares Held
173M
Call Options Held
57K
Put Options Held
93.7K
View Full List

About VANGUARD MID-CAP ETF

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