Ever Source Wealth Advisors, LLC Vanguard Financial ETF Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 403 shares of VFH stock, worth $51,467. This represents 0.0% of its overall portfolio holdings.

Number of Shares
403
Previous 403 -0.0%
Holding current value
$51,467
Previous $51,000 1.96%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$104.87 - $127.3 $3,250 - $3,946
31 Added 8.33%
403 $51,000
Q4 2024

Feb 07, 2025
BUY
$108.87 - $126.2 $2,068 - $2,397
19 Added 5.38%
372 $43,000
Q2 2024

Aug 13, 2024
BUY
$95.9 - $103.0 $4,986 - $5,356
52 Added 17.28%
353 $35,000
Q1 2024

Jun 11, 2024
SELL
$90.62 - $102.39 $15,314 - $17,303
-169 Reduced 35.96%
301 $30,000
Q4 2023

Feb 09, 2024
SELL
$75.97 - $92.67 $49,228 - $60,050
-648 Reduced 57.96%
470 $43,000
Q3 2023

Nov 03, 2023
BUY
$80.32 - $86.71 $77,830 - $84,021
969 Added 650.34%
1,118 $89,000
Q2 2023

Aug 04, 2023
SELL
$74.65 - $81.49 $8,286 - $9,045
-111 Reduced 42.69%
149 $12,000
Q1 2023

May 11, 2023
SELL
$74.95 - $90.64 $53,514 - $64,716
-714 Reduced 73.31%
260 $20,000
Q4 2022

Feb 09, 2023
BUY
$74.7 - $88.6 $52,215 - $61,931
699 Added 254.18%
974 $80,000
Q2 2022

Aug 01, 2022
SELL
$75.42 - $93.29 $1,206 - $1,492
-16 Reduced 5.5%
275 $21,000
Q1 2022

May 25, 2022
SELL
$87.26 - $101.75 $4,450 - $5,189
-51 Reduced 14.91%
291 $27,000
Q4 2021

Feb 07, 2022
BUY
$92.72 - $100.95 $31,710 - $34,524
342 New
342 $33,000

Others Institutions Holding VFH

# of Institutions
805
Shares Held
54.9M
Call Options Held
61.9K
Put Options Held
6.9K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email