Evergreen Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Evergreen Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	SELL	$175.26 - $215.9 $3,505 - $4,318	-20 Reduced 1.14%	1,739 $371 Million
Q3 2023 Nov 14, 2023	SELL	$186.24 - $208.75 $192,758 - $216,056	-1,035 Reduced 37.04%	1,759 $333 Million
Q2 2023 Aug 03, 2023	SELL	$181.26 - $198.89 $12,869 - $14,121	-71 Reduced 2.48%	2,794 $556 Million
Q1 2023 Apr 25, 2023	BUY	$179.51 - $208.76 $46,852 - $54,486	261 Added 10.02%	2,865 $543 Million
Q4 2022 Feb 14, 2023	BUY	$172.82 - $196.57 $450,023 - $511,868	2,604 New	2,604 $478 Million

2,108

150M

102K

107K

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