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

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 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 2,507 shares of VTIP stock, worth $122,517. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,507
Previous 1,253 100.08%
Holding current value
$122,517
Previous $60,000 105.0%
% of portfolio
0.01%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$48.06 - $49.39 $60,267 - $61,935
1,254 Added 100.08%
2,507 $123,000
Q2 2024

Aug 13, 2024
BUY
$47.74 - $48.54 $46,785 - $47,569
980 Added 358.97%
1,253 $60,000
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
$48.11 - $50.34 $58,405 - $61,112
-1,214 Reduced 78.83%
326 $16,000
Q2 2022

Aug 01, 2022
BUY
$50.05 - $51.06 $22,322 - $22,772
446 Added 40.77%
1,540 $77,000
Q1 2022

May 25, 2022
SELL
$50.6 - $52.11 $657 - $677
-13 Reduced 1.17%
1,094 $56,000
Q4 2021

Feb 17, 2022
BUY
$51.18 - $52.61 $358 - $368
7 Added 0.64%
1,107 $56,000
Q4 2021

Feb 07, 2022
BUY
$51.18 - $52.61 $56,298 - $57,871
1,100 New
1,100 $57,000

Others Institutions Holding VTIP

# of Institutions
756
Shares Held
140M
Call Options Held
14.1K
Put Options Held
7.6K
View Full List

About VANGUARD SHT TRM INFLT-PROT FD

VTIP Quotes by TradingView
  • Ticker VTIP
  • Sector ETFs
  • Industry ETFs
More about VTIP
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