Evergreen Wealth Management, LLC Vanguard Growth ETF Transaction History

Evergreen Wealth Management, LLC

$169 Billion
Q4 2024

A detailed history of Evergreen Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 5,702 shares of VUG stock, worth $2.33 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

5,702

Previous 5,799 1.67%

Holding current value

$2.33 Million

Previous $2.23 Billion 5.11%

% of portfolio

1.38%

Previous 1.34%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$378.79 - $428.11 $36,742 - $41,526	-97 Reduced 1.67%	5,702 $2.34 Billion
Q3 2024 Nov 06, 2024	SELL	$341.08 - $391.94 $242,166 - $278,277	-710 Reduced 10.91%	5,799 $2.23 Billion
Q4 2023 Feb 06, 2024	BUY	$261.54 - $312.16 $261 - $312	1 Added 0.02%	6,509 $2.02 Billion
Q3 2023 Nov 14, 2023	BUY	$269.56 - $293.5 $4,852 - $5,283	18 Added 0.28%	6,508 $1.77 Billion
Q2 2023 Aug 03, 2023	SELL	$243.06 - $282.96 $3,888 - $4,527	-16 Reduced 0.25%	6,490 $1.84 Billion
Q1 2023 Apr 25, 2023	BUY	$209.25 - $249.44 $80,352 - $95,784	384 Added 6.27%	6,506 $1.62 Billion
Q4 2022 Feb 14, 2023	BUY	$208.44 - $233.81 $1.28 Million - $1.43 Million	6,122 New	6,122 $1.3 Billion

Others Institutions Holding VUG

# of Institutions

2,657

Shares Held

261M

Call Options Held

203K

Put Options Held

275K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Wealth Management, LLC with notifications on news.

Account

Evergreen Wealth Management, LLC Vanguard Growth ETF Transaction History