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

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

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 4,264 shares of VO stock, worth $1.15 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,264

Previous 4,430 3.75%

Holding current value

$1.15 Million

Previous $1.17 Million 5.81%

% of portfolio

0.07%

Previous 0.07%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$251.87 - $277.95 $41,810 - $46,139	-166 Reduced 3.75%	4,264 $1.1 Million
Q4 2024 Feb 07, 2025	BUY	$261.5 - $284.63 $860,596 - $936,717	3,291 Added 288.94%	4,430 $1.17 Million
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

2,350

Shares Held

196M

Call Options Held

69.3K

Put Options Held

25.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

Track This Portfolio

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.

Account

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