Ever Source Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 27,222 shares of VYM stock, worth $3.65 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

27,222

Previous 24,185 12.56%

Holding current value

$3.65 Million

Previous $3.1 Million 12.03%

% of portfolio

0.21%

Previous 0.21%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$126.68 - $134.74 $384,727 - $409,205	3,037 Added 12.56%	27,222 $3.47 Million
Q3 2024 Nov 08, 2024	SELL	$117.9 - $128.2 $51,640 - $56,151	-438 Reduced 1.78%	24,185 $3.1 Million
Q2 2024 Aug 13, 2024	BUY	$114.71 - $121.51 $791,613 - $838,540	6,901 Added 38.94%	24,623 $2.92 Million
Q1 2024 Jun 11, 2024	BUY	$109.98 - $120.99 $266,261 - $292,916	2,421 Added 15.82%	17,722 $2.14 Million
Q4 2023 Feb 09, 2024	SELL	$98.71 - $111.84 $717,226 - $812,629	-7,266 Reduced 32.2%	15,301 $1.71 Million
Q3 2023 Nov 03, 2023	BUY	$103.32 - $110.34 $301,177 - $321,641	2,915 Added 14.83%	22,567 $2.33 Million
Q2 2023 Aug 04, 2023	SELL	$101.36 - $107.68 $346,549 - $368,157	-3,419 Reduced 14.82%	19,652 $2.08 Million
Q1 2023 May 11, 2023	BUY	$100.82 - $111.44 $1.39 Million - $1.54 Million	13,822 Added 149.44%	23,071 $2.43 Million
Q4 2022 Feb 09, 2023	BUY	$96.14 - $113.15 $205,258 - $241,575	2,135 Added 30.01%	9,249 $1 Million
Q3 2022 Nov 07, 2022	SELL	$94.88 - $110.28 $1,802 - $2,095	-19 Reduced 0.27%	7,114 $675,000
Q2 2022 Aug 01, 2022	BUY	$99.2 - $114.57 $13,392 - $15,466	135 Added 1.93%	7,133 $725,000
Q1 2022 May 25, 2022	SELL	$107.24 - $115.01 $17,158 - $18,401	-160 Reduced 2.24%	6,998 $786,000
Q4 2021 Feb 07, 2022	BUY	$104.33 - $112.16 $746,794 - $802,841	7,158 New	7,158 $802,000

Others Institutions Holding VYM

# of Institutions

1,947

Shares Held

194M

Call Options Held

843K

Put Options Held

340K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Ever Source Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History