Ever Source Wealth Advisors, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History

Ever Source Wealth Advisors, LLC

$1.25 Billion
Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 273 shares of VTIP stock, worth $13,139. This represents 0.0% of its overall portfolio holdings.

Number of Shares

273

Previous 919 70.29%

Holding current value

$13,139

Previous $44,000 70.45%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jun 11, 2024	SELL	$47.38 - $47.91 $30,607 - $30,949	-646 Reduced 70.29%	273 $13,000
Q4 2023 Feb 09, 2024	BUY	$46.72 - $48.12 $27,704 - $28,535	593 Added 181.9%	919 $43,000
Q3 2023 Nov 03, 2023	SELL	$46.9 - $47.47 $10,224 - $10,348	-218 Reduced 40.07%	326 $15,000
Q2 2023 Aug 04, 2023	BUY	$47.37 - $48.0 $11,889 - $12,048	251 Added 85.67%	544 $25,000
Q4 2022 Feb 09, 2023	SELL	$46.71 - $48.22 $1,541 - $1,591	-33 Reduced 10.12%	293 $13,000

Q3 2022 Nov 07, 2022	SELL	N/A	-1,214 Reduced 78.83%	326 $16,000
Q2 2022 Aug 01, 2022	BUY	N/A	446 Added 40.77%	1,540 $77,000
Q1 2022 May 25, 2022	SELL	N/A	-13 Reduced 1.17%	1,094 $56,000
Q4 2021 Feb 17, 2022	BUY	N/A	7 Added 0.64%	1,107 $56,000
Q4 2021 Feb 07, 2022	BUY	N/A	1,100 New	1,100 $57,000

Others Institutions Holding VTIP

# of Institutions

763

Shares Held

133M

Call Options Held

27K

Put Options Held

1.5K

View Full List

About VANGUARD SHT TRM INFLT-PROT FD

Ticker VTIP
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Ever Source Wealth Advisors, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History