Ever Source Wealth Advisors, LLC Vanguard Growth ETF Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 174,226 shares of VUG stock, worth $84 Million. This represents 3.92% of its overall portfolio holdings.
Number of Shares
174,226
Previous 167,345
4.11%
Holding current value
$84 Million
Previous $62.1 Million
23.09%
% of portfolio
3.92%
Previous 3.75%
Shares
15 transactions
Others Institutions Holding VUG
# of Institutions
2,790Shares Held
282MCall Options Held
361KPut Options Held
468K-
Bank Of America Corp Charlotte, NC49.4MShares$23.8 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$16.9 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$7.02 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.43 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.92 Billion1.09% of portfolio