Evergreen Wealth Management, LLC Vanguard Small Cap Growth ETF Transaction History
Evergreen Wealth Management, LLC
- $151 Billion
- Q2 2024
A detailed history of Evergreen Wealth Management, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 12,428 shares of VBK stock, worth $3.33 Million. This represents 2.06% of its overall portfolio holdings.
Number of Shares
12,428
Previous 12,428
-0.0%
Holding current value
$3.33 Million
Previous $3.24 Billion
4.06%
% of portfolio
2.06%
Previous 2.19%
Shares
5 transactions
Others Institutions Holding VBK
# of Institutions
1,063Shares Held
41.3MCall Options Held
30.1KPut Options Held
19.9K-
Bank Of America Corp Charlotte, NC8.54MShares$2.29 Billion0.19% of portfolio
-
Jones Financial Companies Lllp1.97MShares$527 Million0.57% of portfolio
-
Morgan Stanley New York, NY1.7MShares$456 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.57MShares$420 Million4.25% of portfolio
-
Assetmark, Inc1.36MShares$364 Million1.06% of portfolio