Evernest Financial Advisors, LLC Vanguard Value ETF Transaction History

Evernest Financial Advisors, LLC

$363 Million
Q4 2024

A detailed history of Evernest Financial Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 6,945 shares of VTV stock, worth $1.22 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

6,945

Previous 7,674 9.5%

Holding current value

$1.22 Million

Previous $1.34 Million 12.25%

% of portfolio

0.32%

Previous 0.37%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$168.32 - $181.87 $122,705 - $132,583	-729 Reduced 9.5%	6,945 $1.18 Million
Q3 2024 Oct 21, 2024	SELL	$159.75 - $174.57 $104,476 - $114,168	-654 Reduced 7.85%	7,674 $1.34 Million
Q2 2024 Aug 07, 2024	SELL	$154.57 - $163.65 $303,266 - $321,081	-1,962 Reduced 19.07%	8,328 $1.34 Million
Q1 2024 May 10, 2024	SELL	$147.46 - $162.86 $40,256 - $44,460	-273 Reduced 2.58%	10,290 $1.6 Billion
Q4 2023 May 10, 2024	BUY	$131.82 - $149.95 $40,205 - $45,734	305 Added 2.96%	10,595 $1.58 Billion
Q4 2021 Feb 13, 2024	BUY	$136.43 - $147.24 $1.44 Million - $1.56 Million	10,563 New	10,563 $1.61 Billion

Others Institutions Holding VTV

# of Institutions

2,383

Shares Held

521M

Call Options Held

250K

Put Options Held

265K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Evernest Financial Advisors, LLC Vanguard Value ETF Transaction History