Evergreen Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History
Evergreen Wealth Management, LLC
- $148 Billion
- Q1 2024
A detailed history of Evergreen Wealth Management, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 10,074 shares of VOE stock, worth $1.52 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
10,074
Previous 10,074
-0.0%
Holding current value
$1.52 Million
Previous $1.46 Billion
7.52%
% of portfolio
1.06%
Previous 1.07%
Shares
5 transactions
Others Institutions Holding VOE
# of Institutions
1,031Shares Held
65.8MCall Options Held
40.7KPut Options Held
1.3K-
Betterment LLC New York, NY5.41MShares$818 Million2.27% of portfolio
-
Morgan Stanley New York, NY4.43MShares$668 Million0.06% of portfolio
-
Assetmark, Inc3.37MShares$509 Million1.72% of portfolio
-
Bank Of America Corp Charlotte, NC3.07MShares$464 Million0.05% of portfolio
-
Royal Bank Of Canada Toronto, A62.97MShares$448 Million0.11% of portfolio