Ever Source Wealth Advisors, LLC Vanguard Bd Index Fd Inc Long Transaction History

Ever Source Wealth Advisors, LLC

$1.48 Billion
Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 104,796 shares of BLV stock, worth $7.2 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

104,796

Previous 103,095 1.65%

Holding current value

$7.2 Million

Previous $7.25 Million 8.71%

% of portfolio

0.53%

Previous 0.48%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$69.16 - $76.64 $117,641 - $130,364	1,701 Added 1.65%	104,796 $7.88 Million
Q2 2024 Aug 13, 2024	BUY	$67.85 - $72.06 $537,236 - $570,571	7,918 Added 8.32%	103,095 $7.25 Million
Q1 2024 Jun 11, 2024	BUY	$70.55 - $74.4 $1.51 Million - $1.59 Million	21,383 Added 28.98%	95,177 $6.88 Million
Q4 2023 Feb 09, 2024	BUY	$63.1 - $75.48 $524,045 - $626,861	8,305 Added 12.68%	73,794 $5.5 Million
Q3 2023 Nov 03, 2023	BUY	$66.98 - $75.19 $924,792 - $1.04 Million	13,807 Added 26.72%	65,489 $4.39 Million
Q2 2023 Aug 04, 2023	BUY	$72.8 - $77.78 $442,478 - $472,746	6,078 Added 13.33%	51,682 $3.87 Million
Q1 2023 May 11, 2023	BUY	$72.23 - $78.61 $688,929 - $749,782	9,538 Added 26.45%	45,604 $3.5 Million
Q4 2022 Feb 09, 2023	BUY	$66.85 - $78.06 $896,525 - $1.05 Million	13,411 Added 59.2%	36,066 $2.61 Million
Q3 2022 Nov 07, 2022	BUY	$70.98 - $83.52 $1.01 Million - $1.19 Million	14,222 Added 168.65%	22,655 $1.63 Million
Q2 2022 Aug 01, 2022	BUY	$76.82 - $91.91 $20,280 - $24,264	264 Added 3.23%	8,433 $672,000
Q1 2022 May 25, 2022	BUY	$89.51 - $101.14 $52,631 - $59,470	588 Added 7.76%	8,169 $749,000
Q4 2021 Feb 07, 2022	BUY	$100.51 - $106.41 $761,966 - $806,694	7,581 New	7,581 $780,000

Others Institutions Holding BLV

# of Institutions

386

Shares Held

42.4M

Call Options Held

27.4K

Put Options Held

158K

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About VANGUARD BD INDEX FD INC LONG

Ticker BLV
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Ever Source Wealth Advisors, LLC Vanguard Bd Index Fd Inc Long Transaction History