Evergreen Wealth Management, LLC Sells in Q1 2025

Evergreen Wealth Management, LLC

  • $167 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
-13.6K
- 65.14%
$183.02 - $207.75 $2.5M - $2.83M
7.3K $1.36B
DHIL
Diamond Hill Investment Group Inc

Financial Services
-12.6K
- 46.2%
$142.84 - $156.59 $1.79M - $1.97M
14.6K $2.09B
VBK
Vanguard Small Cap Growth ETF

ETFs
-7.09K
- 64.86%
$247.97 - $296.33 $1.76M - $2.1M
3.84K $968M
AMZN
Amazon Com Inc

Consumer Cyclical
-5.14K
- 14.34%
$190.26 - $242.06 $979K - $1.25M
30.7K $5.85B
GOOGL
Alphabet Inc.

Communication Services
-1.26K
- 4.12%
$154.33 - $206.19 $194K - $259K
29.2K $4.52B
AAPL
Apple Inc.

Technology
-3.35K
- 26.02%
$209.68 - $247.1 $702K - $827K
9.51K $2.11B
META
Meta Platforms, Inc.

Communication Services
-1.55K
- 14.64%
$576.36 - $736.67 $895K - $1.14M
9.05K $5.22B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.75K
- 4.82%
$65.15 - $91.81 $114K - $161K
34.6K $2.26B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-4.99K
- 50.88%
$110.75 - $119.78 $552K - $597K
4.82K $557M
JPM
Jpmorgan Chase & CO

Financial Services
-2.06K
- 19.91%
$225.19 - $279.95 $465K - $578K
8.3K $2.04B
GOOG
Alphabet Inc.

Communication Services
-862
- 10.17%
$156.06 - $207.71 $135K - $179K
7.61K $1.19B
VUG
Vanguard Growth ETF

ETFs
-126
- 2.21%
$369.1 - $427.61 $46.5K - $53.9K
5.58K $2.07B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-4.82K
- 50.86%
$58.01 - $64.46 $279K - $310K
4.65K $289M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-31
- 9.9%
$4295.4 - $5141.88 $133K - $159K
282 $1.3B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-224
- 46.57%
$1187.71 - $1432.58 $266K - $321K
257 $368M
NVR
Nvr Inc

Consumer Cyclical
-3
- 2.73%
$7062.02 - $8382.63 $21.2K - $25.1K
107 $775M
VOT
Vanguard Mid Cap Growth Index

ETFs
-116
- 2.36%
$237.72 - $276.98 $27.6K - $32.1K
4.79K $1.17B
VOE
Vanguard Mid Cap Value Index F

ETFs
-82
- 1.01%
$156.61 - $168.02 $12.8K - $13.8K
8.03K $1.29B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-643
- 1.34%
$27.01 - $28.54 $17.4K - $18.4K
47.2K $1.32B
VTV
Vanguard Value ETF

ETFs
-118
- 0.96%
$167.73 - $179.21 $19.8K - $21.1K
12.2K $2.11B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-87
- 0.13%
$126.11 - $135.06 $11K - $11.8K
67.3K $8.68B
V
Visa Inc.

Financial Services
-370
- 3.44%
$306.92 - $362.71 $114K - $134K
10.4K $3.64B
MKL
Markel Corp

Financial Services
-34
- 0.94%
$1660.14 - $2059.83 $56.4K - $70K
3.57K $6.68B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-343
- 2.31%
$442.66 - $534.52 $152K - $183K
14.5K $7.72B
Activity Summary
Buys All Purchases 27 New Holdings 4 Increased Positions 23 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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