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

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 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 1,510 shares of VTIP stock, worth $74,850. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,510

Previous 2,507 39.77%

Holding current value

$74,850

Previous $123,000 40.65%

% of portfolio

0.0%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$48.33 - $49.08 $48,185 - $48,932	-997 Reduced 39.77%	1,510 $73,000
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

816

Shares Held

1.1B

Call Options Held

9.2K

Put Options Held

100

View Full List

About VANGUARD SHT TRM INFLT-PROT FD

Ticker VTIP
Sector ETFs
Industry ETFs

More about VTIP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Account

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