Evernest Financial Advisors, LLC Vanguard Mid Cap ETF Transaction History
Evernest Financial Advisors, LLC
- $363 Million
- Q4 2024
A detailed history of Evernest Financial Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 3,760 shares of VO stock, worth $1.04 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
3,760
Previous 7,247
48.12%
Holding current value
$1.04 Million
Previous $1.91 Million
48.04%
% of portfolio
0.27%
Previous 0.53%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
2,149Shares Held
174MCall Options Held
52.1KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.14 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.43 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.99 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.25 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.03 Billion0.14% of portfolio