Ever Source Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History

Ever Source Wealth Advisors, LLC

  • $1.5 Billion
  • Q2 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 24,623 shares of VYM stock, worth $3.15 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
24,623
Previous 17,722 38.94%
Holding current value
$3.15 Million
Previous $2.14 Million 36.19%
% of portfolio
0.2%
Previous 0.17%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$114.71 - $121.51 $791,613 - $838,540
6,901 Added 38.94%
24,623 $2.92 Million
Q1 2024

Jun 11, 2024
BUY
$109.98 - $120.99 $266,261 - $292,916
2,421 Added 15.82%
17,722 $2.14 Million
Q4 2023

Feb 09, 2024
SELL
$98.71 - $111.84 $717,226 - $812,629
-7,266 Reduced 32.2%
15,301 $1.71 Million
Q3 2023

Nov 03, 2023
BUY
$103.32 - $110.34 $301,177 - $321,641
2,915 Added 14.83%
22,567 $2.33 Million
Q2 2023

Aug 04, 2023
SELL
$101.36 - $107.68 $346,549 - $368,157
-3,419 Reduced 14.82%
19,652 $2.08 Million
Q1 2023

May 11, 2023
BUY
$100.82 - $111.44 $1.39 Million - $1.54 Million
13,822 Added 149.44%
23,071 $2.43 Million
Q4 2022

Feb 09, 2023
BUY
$96.14 - $113.15 $205,258 - $241,575
2,135 Added 30.01%
9,249 $1 Million
Q3 2022

Nov 07, 2022
SELL
$94.88 - $110.28 $1,802 - $2,095
-19 Reduced 0.27%
7,114 $675,000
Q2 2022

Aug 01, 2022
BUY
$99.2 - $114.57 $13,392 - $15,466
135 Added 1.93%
7,133 $725,000
Q1 2022

May 25, 2022
SELL
$107.24 - $115.01 $17,158 - $18,401
-160 Reduced 2.24%
6,998 $786,000
Q4 2021

Feb 07, 2022
BUY
$104.33 - $112.16 $746,794 - $802,841
7,158 New
7,158 $802,000

Others Institutions Holding VYM

# of Institutions
1,720
Shares Held
173M
Call Options Held
1.59M
Put Options Held
147K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email