Ever Source Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Ever Source Wealth Advisors, LLC

$1.25 Billion
Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 37,080 shares of VOO stock, worth $18.5 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares

37,080

Previous 36,395 1.88%

Holding current value

$18.5 Million

Previous $17.5 Million 1.88%

% of portfolio

1.43%

Previous 1.56%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jun 11, 2024	BUY	$429.43 - $481.35 $294,159 - $329,724	685 Added 1.88%	37,080 $17.8 Million
Q4 2023 Feb 09, 2024	BUY	$377.32 - $438.19 $83,010 - $96,401	220 Added 0.61%	36,395 $15.9 Million
Q3 2023 Nov 03, 2023	SELL	$392.7 - $420.68 $21,598 - $23,137	-55 Reduced 0.15%	36,175 $14.2 Million
Q2 2023 Aug 04, 2023	SELL	$371.44 - $407.28 $126,289 - $138,475	-340 Reduced 0.93%	36,230 $14.8 Million
Q1 2023 May 11, 2023	BUY	$348.66 - $382.94 $447,330 - $491,312	1,283 Added 3.64%	36,570 $13.8 Million

Q4 2022 Feb 09, 2023	BUY	$343.59 - $374.54 $239,482 - $261,054	697 Added 2.02%	35,287 $12.4 Million
Q3 2022 Nov 07, 2022	SELL	$339.63 - $395.04 $70,303 - $81,773	-207 Reduced 0.59%	34,590 $11.4 Million
Q2 2022 Aug 01, 2022	SELL	$337.07 - $419.85 $596,276 - $742,714	-1,769 Reduced 4.84%	34,797 $12.1 Million
Q1 2022 May 25, 2022	BUY	$382.7 - $439.25 $1.69 Million - $1.94 Million	4,414 Added 13.73%	36,566 $15.2 Million
Q4 2021 Feb 07, 2022	BUY	$394.21 - $439.01 $12.7 Million - $14.1 Million	32,152 New	32,152 $14 Million

Others Institutions Holding VOO

# of Institutions

2,882

Shares Held

360M

Call Options Held

2.32M

Put Options Held

2.09M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Ever Source Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History