Evernest Financial Advisors, LLC Vanguard Growth ETF Transaction History
Evernest Financial Advisors, LLC
- $362 Million
- Q3 2024
A detailed history of Evernest Financial Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 1,158 shares of VUG stock, worth $493,562. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,158
Previous 1,257
7.88%
Holding current value
$493,562
Previous $470,000
5.53%
% of portfolio
0.12%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding VUG
# of Institutions
2,374Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.7 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.87 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.89 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.53 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.44 Billion6.36% of portfolio