Ever Source Wealth Advisors, LLC Vanguard Mid Cap Value Index F Transaction History

Ever Source Wealth Advisors, LLC

$2.2 Billion
Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 25,257 shares of VOE stock, worth $4.39 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

25,257

Previous 25,830 2.22%

Holding current value

$4.39 Million

Previous $4.25 Million 3.79%

% of portfolio

0.2%

Previous 0.22%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$164.63 - $174.58 $94,332 - $100,034	-573 Reduced 2.22%	25,257 $4.41 Million
Q2 2025 Aug 13, 2025	SELL	$141.87 - $164.49 $29,650 - $34,378	-209 Reduced 0.8%	25,830 $4.25 Million
Q1 2025 May 13, 2025	BUY	$156.61 - $168.02 $82,063 - $88,042	524 Added 2.05%	26,039 $4.18 Million
Q4 2024 Feb 07, 2025	SELL	$160.89 - $176.18 $56,955 - $62,367	-354 Reduced 1.37%	25,515 $4.13 Million
Q3 2024 Nov 08, 2024	SELL	$149.02 - $167.67 $15,796 - $17,773	-106 Reduced 0.41%	25,869 $4.34 Million

Q2 2024 Aug 13, 2024	BUY	$146.82 - $155.77 $21,288 - $22,586	145 Added 0.56%	25,975 $3.91 Million
Q1 2024 Jun 11, 2024	SELL	$141.07 - $155.91 $83,372 - $92,142	-591 Reduced 2.24%	25,830 $4.03 Million
Q4 2023 Feb 09, 2024	SELL	$124.27 - $145.8 $106,002 - $124,367	-853 Reduced 3.13%	26,421 $3.83 Million
Q3 2023 Nov 03, 2023	SELL	$130.77 - $144.24 $61,854 - $68,225	-473 Reduced 1.7%	27,274 $3.57 Million
Q2 2023 Aug 04, 2023	SELL	$127.92 - $138.38 $49,505 - $53,553	-387 Reduced 1.38%	27,747 $3.84 Million
Q1 2023 May 11, 2023	SELL	$126.74 - $147.12 $36,247 - $42,076	-286 Reduced 1.01%	28,134 $3.77 Million
Q4 2022 Feb 09, 2023	SELL	$122.51 - $142.75 $97,885 - $114,057	-799 Reduced 2.73%	28,420 $3.84 Million
Q3 2022 Nov 07, 2022	SELL	$121.77 - $145.8 $213,097 - $255,150	-1,750 Reduced 5.65%	29,219 $3.56 Million
Q2 2022 Aug 01, 2022	SELL	$126.2 - $153.17 $202,551 - $245,837	-1,605 Reduced 4.93%	30,969 $4.01 Million
Q1 2022 May 25, 2022	SELL	$140.72 - $152.6 $89,497 - $97,053	-636 Reduced 1.92%	32,574 $4.88 Million
Q4 2021 Feb 17, 2022	BUY	$140.47 - $150.69 $702 - $753	5 Added 0.02%	33,210 $4.99 Million
Q4 2021 Feb 07, 2022	BUY	$140.47 - $150.69 $4.66 Million - $5 Million	33,205 New	33,205 $4.99 Million

Others Institutions Holding VOE

# of Institutions

1,258

Shares Held

73M

Call Options Held

30.9K

Put Options Held

7.7K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
Sector ETFs
Industry ETFs

More about VOE

Track This Portfolio

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.

Account

Ever Source Wealth Advisors, LLC Vanguard Mid Cap Value Index F Transaction History