Evernest Financial Advisors, LLC Vanguard Mid Cap ETF Transaction History
Evernest Financial Advisors, LLC
- $362 Million
- Q3 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 7,247 shares of VO stock, worth $1.93 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
7,247
Previous 3,843
88.58%
Holding current value
$1.93 Million
Previous $930,000
105.48%
% of portfolio
0.53%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,034Shares Held
171MCall Options Held
58.4KPut Options Held
110K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.14 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.26 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.73 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.18 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.94 Billion0.14% of portfolio