Evergreen Wealth Management, LLC Vanguard Total Stock Market Et Transaction History

Evergreen Wealth Management, LLC

$169 Billion
Q4 2024

A detailed history of Evergreen Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 35,759 shares of VTI stock, worth $10.5 Million. This represents 6.12% of its overall portfolio holdings.

Number of Shares

35,759

Previous 29,778 20.09%

Holding current value

$10.5 Million

Previous $8.43 Billion 22.9%

% of portfolio

6.12%

Previous 5.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$280.04 - $302.45 $1.67 Million - $1.81 Million	5,981 Added 20.09%	35,759 $10.4 Billion
Q3 2024 Nov 06, 2024	BUY	$255.18 - $283.2 $1.17 Million - $1.3 Million	4,573 Added 18.14%	29,778 $8.43 Billion
Q2 2024 Jul 26, 2024	BUY	$245.23 - $269.4 $735 - $808	3 Added 0.01%	25,205 $6.74 Billion
Q4 2023 Feb 06, 2024	BUY	$203.12 - $238.25 $282,336 - $331,167	1,390 Added 5.84%	25,202 $5.98 Billion
Q3 2023 Nov 14, 2023	SELL	$211.41 - $228.35 $394,702 - $426,329	-1,867 Reduced 7.27%	23,812 $5.06 Billion
Q2 2023 Aug 03, 2023	BUY	$200.75 - $220.28 $1.22 Million - $1.34 Million	6,088 Added 31.08%	25,679 $5.66 Billion
Q1 2023 Apr 25, 2023	BUY	$189.85 - $210.01 $571,638 - $632,340	3,011 Added 18.16%	19,591 $4 Billion
Q4 2022 Feb 14, 2023	BUY	$179.3 - $204.18 $2.97 Million - $3.39 Million	16,580 New	16,580 $3.17 Billion

Others Institutions Holding VTI

# of Institutions

3,358

Shares Held

460M

Call Options Held

1.31M

Put Options Held

1.13M

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Evergreen Wealth Management, LLC Vanguard Total Stock Market Et Transaction History