Evernest Financial Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Evernest Financial Advisors, LLC

$363 Million
Q4 2024

A detailed history of Evernest Financial Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 28,560 shares of VOO stock, worth $14.6 Million. This represents 4.23% of its overall portfolio holdings.

Number of Shares

28,560

Previous 29,143 2.0%

Holding current value

$14.6 Million

Previous $15.4 Million 0.07%

% of portfolio

4.23%

Previous 4.25%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	SELL	$521.84 - $558.82 $304,232 - $325,792	-583 Reduced 2.0%	28,560 $15.4 Million
Q3 2024 Oct 21, 2024	BUY	$475.2 - $527.7 $8.8 Million - $9.77 Million	18,523 Added 174.42%	29,143 $15.4 Million
Q2 2024 Aug 07, 2024	BUY	$455.1 - $504.28 $5,461 - $6,051	12 Added 0.11%	10,620 $5.31 Million
Q1 2024 May 10, 2024	SELL	$429.43 - $481.35 $160,177 - $179,543	-373 Reduced 3.4%	10,608 $4.83 Billion
Q4 2023 May 10, 2024	BUY	$377.32 - $438.19 $376,188 - $436,875	997 Added 9.4%	11,605 $5.07 Billion
Q4 2021 Feb 13, 2024	BUY	$394.21 - $439.01 $4.33 Million - $4.82 Million	10,981 New	10,981 $5.06 Billion

Others Institutions Holding VOO

# of Institutions

3,556

Shares Held

475M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Evernest Financial Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History