Evergreen Advisors, LLC Vanguard Small Cap ETF Transaction History

Evergreen Advisors, LLC

  • $327 Million
  • Q1 2024

A detailed history of Evergreen Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Evergreen Advisors, LLC holds 880 shares of VB stock, worth $190,502. This represents 0.06% of its overall portfolio holdings.

Number of Shares
880
Holding current value
$190,502
% of portfolio
0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$204.0 - $228.59 $179,520 - $201,159
880 New
880 $201,000
Q4 2021

Feb 03, 2022
SELL
N/A
-1,563 Closed
0 $0
Q3 2021

Nov 03, 2021
SELL
N/A
-73 Reduced 4.46%
1,563 $342,000
Q1 2021

May 10, 2021
BUY
N/A
3 Added 0.18%
1,636 $350,000
Q4 2020

Jan 21, 2021
BUY
N/A
102 Added 6.66%
1,633 $318,000
Q3 2020

Nov 02, 2020
BUY
N/A
2 Added 0.13%
1,531 $236,000
Q2 2020

Jul 17, 2020
BUY
N/A
1,529 New
1,529 $223,000
Q1 2020

Apr 28, 2020
SELL
N/A
-1,855 Closed
0 $0
Q4 2019

Feb 10, 2020
BUY
N/A
10 Added 0.54%
1,855 $307,000
Q3 2019

Oct 16, 2019
BUY
N/A
11 Added 0.6%
1,845 $284,000
Q2 2019

Jul 17, 2019
SELL
N/A
-74 Reduced 3.88%
1,834 $287,000
Q4 2018

Jan 24, 2019
BUY
N/A
1,908 New
1,908 $252,000

Others Institutions Holding VB

# of Institutions
1,971
Shares Held
144M
Call Options Held
176K
Put Options Held
90.8K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Evergreen Advisors, LLC Portfolio

Follow Evergreen Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Evergreen Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email