Ever Source Wealth Advisors, LLC Vanguard Large Cap ETF Transaction History

Ever Source Wealth Advisors, LLC

$1.48 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	SELL	$236.92 - $263.4 $54,965 - $61,108	-232 Closed	0 $0
Q2 2024 Aug 13, 2024	BUY	$227.27 - $251.65 $52,726 - $58,382	232 New	232 $57,000

Others Institutions Holding VV

# of Institutions

1,179

Shares Held

101M

Call Options Held

29.3K

Put Options Held

132K

Jones Financial Companies Lllp

17.4M
Shares

$4.68 Billion
4.7% of portfolio
Creative Planning Overland Park, KS

12.8M
Shares

$3.46 Billion
3.36% of portfolio
National Mutual Insurance Federation Of Agricultural Cooperatives

6.54M
Shares

$1.76 Billion
15.49% of portfolio
Vanguard Group Inc Valley Forge, PA

3.42M
Shares

$921 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

3.11M
Shares

$838 Million
0.07% of portfolio

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

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