Ever Source Wealth Advisors, LLC Vanguard Mid Cap Growth Index Transaction History

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 5,826 shares of VOT stock, worth $1.42 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,826

Previous 6,125 4.88%

Holding current value

$1.42 Million

Previous $1.49 Million 0.87%

% of portfolio

0.09%

Previous 0.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$241.48 - $274.89 $72,202 - $82,192	-299 Reduced 4.88%	5,826 $1.48 Million
Q3 2024 Nov 08, 2024	SELL	$218.05 - $243.47 $3,924 - $4,382	-18 Reduced 0.29%	6,125 $1.49 Million
Q2 2024 Aug 13, 2024	BUY	$218.75 - $234.97 $43,968 - $47,228	201 Added 3.38%	6,143 $1.41 Million
Q1 2024 Jun 11, 2024	SELL	$212.21 - $235.79 $4,668 - $5,187	-22 Reduced 0.37%	5,942 $1.4 Million
Q4 2023 Feb 09, 2024	SELL	$180.9 - $221.2 $24,602 - $30,083	-136 Reduced 2.23%	5,964 $1.31 Million
Q3 2023 Nov 03, 2023	SELL	$191.65 - $213.93 $27,980 - $31,233	-146 Reduced 2.34%	6,100 $1.19 Million
Q2 2023 Aug 04, 2023	SELL	$186.22 - $205.77 $12,104 - $13,375	-65 Reduced 1.03%	6,246 $1.29 Million
Q1 2023 May 11, 2023	BUY	$177.43 - $203.61 $33,889 - $38,889	191 Added 3.12%	6,311 $1.23 Million
Q4 2022 Feb 09, 2023	BUY	$165.84 - $193.83 $38,972 - $45,550	235 Added 3.99%	6,120 $1.1 Million
Q3 2022 Nov 07, 2022	SELL	$170.12 - $208.72 $3,232 - $3,965	-19 Reduced 0.32%	5,885 $1 Million
Q2 2022 Aug 01, 2022	BUY	$167.96 - $227.2 $5,038 - $6,816	30 Added 0.51%	5,904 $1.04 Million
Q1 2022 May 25, 2022	SELL	$199.76 - $251.37 $153,615 - $193,303	-769 Reduced 11.58%	5,874 $1.31 Million
Q4 2021 Feb 07, 2022	BUY	$234.3 - $265.79 $1.56 Million - $1.77 Million	6,643 New	6,643 $1.69 Million

Others Institutions Holding VOT

# of Institutions

1,058

Shares Held

43M

Call Options Held

16.8K

Put Options Held

2.7K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
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Ever Source Wealth Advisors, LLC Vanguard Mid Cap Growth Index Transaction History