Ever Source Wealth Advisors, LLC Vanguard Growth ETF Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 159,736 shares of VUG stock, worth $68.1 Million. This represents 4.16% of its overall portfolio holdings.
Number of Shares
159,736
Previous 152,512
4.74%
Holding current value
$68.1 Million
Previous $57 Million
7.51%
% of portfolio
4.16%
Previous 3.81%
Shares
12 transactions
Others Institutions Holding VUG
# of Institutions
2,374Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.7 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.87 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.89 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.53 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.44 Billion6.36% of portfolio