Ever Source Wealth Advisors, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 571 shares of IVOO stock, worth $59,258. This represents 0.0% of its overall portfolio holdings.

Number of Shares
571
Previous 759 24.77%
Holding current value
$59,258
Previous $80,000 25.0%
% of portfolio
0.0%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$104.52 - $115.08 $19,649 - $21,635
-188 Reduced 24.77%
571 $60,000
Q4 2023

Feb 09, 2024
SELL
$78.64 - $94.88 $9,200 - $11,100
-117 Reduced 13.36%
759 $71,000
Q2 2023

Aug 04, 2023
SELL
$81.37 - $88.56 $14,158 - $15,409
-174 Reduced 16.57%
876 $77,000
Q1 2023

May 11, 2023
BUY
$80.26 - $183.76 $42,136 - $96,474
525 Added 100.0%
1,050 $88,000
Q1 2022

May 25, 2022
SELL
$85.0 - $96.56 $4,675 - $5,310
-55 Reduced 9.48%
525 $95,000
Q4 2021

Feb 07, 2022
BUY
$89.97 - $98.34 $52,182 - $57,037
580 New
580 $111,000

Others Institutions Holding IVOO

# of Institutions
294
Shares Held
11.3M
Call Options Held
3.4K
Put Options Held
200
View Full List

About VANGUARD S&P MID CAP 400 ETF

IVOO Quotes by TradingView
  • Ticker IVOO
  • Sector ETFs
  • Industry ETFs
More about IVOO
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