Ever Source Wealth Advisors, LLC Vanguard Mid Cap Growth Index 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 Growth Index stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 4,407 shares of VOT stock, worth $1.23 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,407
Previous 5,338 17.44%
Holding current value
$1.23 Million
Previous $1.52 Million 14.76%
% of portfolio
0.06%
Previous 0.08%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$282.75 - $294.19 $263,240 - $273,890
-931 Reduced 17.44%
4,407 $1.29 Million
Q2 2025

Aug 13, 2025
SELL
$216.28 - $284.39 $65,965 - $86,738
-305 Reduced 5.4%
5,338 $1.52 Million
Q1 2025

May 13, 2025
SELL
$237.72 - $276.98 $43,502 - $50,687
-183 Reduced 3.14%
5,643 $1.38 Million
Q4 2024

Feb 07, 2025
SELL
$241.48 - $274.89 $72,202 - $82,192
-299 Reduced 4.88%
5,826 $1.48 Million
Q3 2024

Nov 08, 2024
SELL
$218.05 - $243.47 $3,924 - $4,382
-18 Reduced 0.29%
6,125 $1.49 Million
Q2 2024

Aug 13, 2024
BUY
$218.75 - $234.97 $43,968 - $47,228
201 Added 3.38%
6,143 $1.41 Million
Q1 2024

Jun 11, 2024
SELL
$212.21 - $235.79 $4,668 - $5,187
-22 Reduced 0.37%
5,942 $1.4 Million
Q4 2023

Feb 09, 2024
SELL
$180.9 - $221.2 $24,602 - $30,083
-136 Reduced 2.23%
5,964 $1.31 Million
Q3 2023

Nov 03, 2023
SELL
$191.65 - $213.93 $27,980 - $31,233
-146 Reduced 2.34%
6,100 $1.19 Million
Q2 2023

Aug 04, 2023
SELL
$186.22 - $205.77 $12,104 - $13,375
-65 Reduced 1.03%
6,246 $1.29 Million
Q1 2023

May 11, 2023
BUY
$177.43 - $203.61 $33,889 - $38,889
191 Added 3.12%
6,311 $1.23 Million
Q4 2022

Feb 09, 2023
BUY
$165.84 - $193.83 $38,972 - $45,550
235 Added 3.99%
6,120 $1.1 Million
Q3 2022

Nov 07, 2022
SELL
$170.12 - $208.72 $3,232 - $3,965
-19 Reduced 0.32%
5,885 $1 Million
Q2 2022

Aug 01, 2022
BUY
$167.96 - $227.2 $5,038 - $6,816
30 Added 0.51%
5,904 $1.04 Million
Q1 2022

May 25, 2022
SELL
$199.76 - $251.37 $153,615 - $193,303
-769 Reduced 11.58%
5,874 $1.31 Million
Q4 2021

Feb 07, 2022
BUY
$234.3 - $265.79 $1.56 Million - $1.77 Million
6,643 New
6,643 $1.69 Million

Others Institutions Holding VOT

# of Institutions
1,148
Shares Held
41.4M
Call Options Held
15K
Put Options Held
9.2K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

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