Ever Source Wealth Advisors, LLC Vanguard Total World Stk 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 Total World Stk Index stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 31,401 shares of VT stock, worth $3.79 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

31,401

Previous 23,472 33.78%

Holding current value

$3.79 Million

Previous $2.81 Million 31.29%

% of portfolio

0.22%

Previous 0.19%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$117.09 - $123.07 $928,406 - $975,822	7,929 Added 33.78%	31,401 $3.69 Million
Q3 2024 Nov 08, 2024	BUY	$107.72 - $119.96 $240,538 - $267,870	2,233 Added 10.51%	23,472 $2.81 Million
Q2 2024 Aug 13, 2024	BUY	$104.94 - $113.51 $64,852 - $70,149	618 Added 3.0%	21,239 $2.39 Million
Q1 2024 Jun 11, 2024	SELL	$100.68 - $110.5 $1.03 Million - $1.13 Million	-10,205 Reduced 33.11%	20,621 $2.28 Million
Q4 2023 Feb 09, 2024	BUY	$88.97 - $103.1 $207,833 - $240,841	2,336 Added 8.2%	30,826 $3.17 Million
Q3 2023 Nov 03, 2023	SELL	$92.79 - $100.59 $747,887 - $810,755	-8,060 Reduced 22.05%	28,490 $2.65 Million
Q2 2023 Aug 04, 2023	BUY	$91.33 - $98.06 $479,391 - $514,716	5,249 Added 16.77%	36,550 $3.54 Million
Q1 2023 May 11, 2023	BUY	$86.24 - $94.55 $268,206 - $294,050	3,110 Added 11.03%	31,301 $2.88 Million
Q4 2022 Feb 09, 2023	BUY	$78.67 - $91.07 $839,566 - $971,899	10,672 Added 60.92%	28,191 $2.43 Million
Q3 2022 Nov 07, 2022	BUY	$78.88 - $94.48 $13,488 - $16,156	171 Added 0.99%	17,519 $1.38 Million
Q2 2022 Aug 01, 2022	BUY	$83.88 - $102.77 $40,178 - $49,226	479 Added 2.84%	17,348 $1.48 Million
Q1 2022 May 25, 2022	BUY	$93.8 - $108.09 $124,378 - $143,327	1,326 Added 8.53%	16,869 $1.71 Million
Q4 2021 Feb 07, 2022	BUY	$101.45 - $109.23 $1.58 Million - $1.7 Million	15,543 New	15,543 $1.67 Million

Others Institutions Holding VT

# of Institutions

1,085

Shares Held

99.9M

Call Options Held

158K

Put Options Held

69.5K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

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Ever Source Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History