Ever Source Wealth Advisors, LLC VANGUARD SHORT-TERM TAX EXEMPT BOND ETF Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025
Number of Shares
8,957
Previous 14,624 38.75%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
N/A
-5,667 Reduced 38.75%
8,957 $0
Q1 2025

May 13, 2025
BUY
N/A
1,615 Added 12.41%
14,624 $0
Q4 2024

Feb 07, 2025
BUY
N/A
13,009 New
13,009 $0
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