Ever Source Wealth Advisors, LLC Vanguard Russell 1000 Growth E Transaction History

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 20,199 shares of VONG stock, worth $1.91 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
20,199
Previous 20,987 3.75%
Holding current value
$1.91 Million
Previous $2.03 Million 3.01%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Feb 07, 2025
SELL
$95.27 - $107.82 $75,072 - $84,962
-788 Reduced 3.75%
20,199 $2.09 Million
Q3 2024

Nov 08, 2024
BUY
$85.48 - $98.39 $49,407 - $56,869
578 Added 2.83%
20,987 $2.03 Million
Q2 2024

Aug 13, 2024
BUY
$81.38 - $94.58 $807,940 - $938,990
9,928 Added 94.72%
20,409 $1.91 Million
Q1 2024

Jun 11, 2024
BUY
$75.82 - $87.22 $716,726 - $824,490
9,453 Added 919.55%
10,481 $908,000
Q4 2023

Feb 09, 2024
BUY
$66.09 - $78.32 $132 - $156
2 Added 0.19%
1,028 $80,000
Q3 2023

Nov 03, 2023
BUY
$67.86 - $73.4 $67 - $73
1 Added 0.1%
1,026 $70,000
Q2 2023

Aug 04, 2023
SELL
$61.54 - $70.76 $19,508 - $22,430
-317 Reduced 23.62%
1,025 $72,000
Q1 2023

May 11, 2023
BUY
$54.03 - $62.89 $108 - $125
2 Added 0.15%
1,342 $84,000
Q4 2022

Feb 09, 2023
BUY
$53.17 - $59.88 $319 - $359
6 Added 0.45%
1,340 $73,000
Q3 2022

Nov 07, 2022
BUY
$54.21 - $66.18 $108 - $132
2 Added 0.15%
1,334 $72,000
Q1 2022

May 25, 2022
SELL
$63.45 - $79.12 $43,336 - $54,038
-683 Reduced 33.9%
1,332 $95,000
Q4 2021

Feb 07, 2022
BUY
$69.67 - $79.55 $140,385 - $160,293
2,015 New
2,015 $158,000

Others Institutions Holding VONG

# of Institutions
784
Shares Held
152M
Call Options Held
25.9K
Put Options Held
1.2K
View Full List

About VANGUARD RUSSELL 1000 GROWTH E

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