Evergreen Advisors, LLC Vanguard Total Stock Market Et Transaction History

Evergreen Advisors, LLC

  • $327 Million
  • Q1 2024

A detailed history of Evergreen Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Evergreen Advisors, LLC holds 3,847 shares of VTI stock, worth $1.05 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
3,847
Previous 3,790 1.5%
Holding current value
$1.05 Million
Previous $899,000 11.12%
% of portfolio
0.31%
Previous 0.29%

Shares

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

May 03, 2024
BUY
$232.77 - $260.14 $13,267 - $14,827
57 Added 1.5%
3,847 $999,000
Q4 2023

Feb 07, 2024
BUY
$203.12 - $238.25 $3,249 - $3,812
16 Added 0.42%
3,790 $899,000
Q3 2023

Nov 03, 2023
BUY
$211.41 - $228.35 $2,959 - $3,196
14 Added 0.37%
3,774 $801,000
Q2 2023

Jul 31, 2023
SELL
$200.75 - $220.28 $57,213 - $62,779
-285 Reduced 7.05%
3,760 $828,000
Q1 2023

May 05, 2023
BUY
$189.85 - $210.01 $3,037 - $3,360
16 Added 0.4%
4,045 $825,000
Q4 2022

Feb 02, 2023
SELL
$187.53 - $204.18 $8,063 - $8,779
-43 Reduced 1.06%
4,029 $770,000
Q3 2022

Nov 01, 2022
BUY
N/A
18 Added 0.44%
4,072 $731,000
Q2 2022

Jul 29, 2022
BUY
N/A
16 Added 0.4%
4,054 $765,000
Q1 2022

May 05, 2022
BUY
N/A
12 Added 0.3%
4,038 $919,000
Q4 2021

Feb 03, 2022
BUY
N/A
15 Added 0.37%
4,026 $972,000
Q3 2021

Nov 03, 2021
SELL
N/A
-304 Reduced 7.05%
4,011 $891,000
Q1 2021

May 10, 2021
BUY
N/A
14 Added 0.33%
4,315 $892,000
Q4 2020

Jan 21, 2021
BUY
N/A
34 Added 0.8%
4,301 $837,000
Q3 2020

Nov 02, 2020
BUY
N/A
19 Added 0.45%
4,267 $727,000
Q2 2020

Jul 17, 2020
BUY
N/A
21 Added 0.5%
4,248 $665,000
Q1 2020

Apr 28, 2020
SELL
N/A
-15 Reduced 0.35%
4,227 $545,000
Q4 2019

Feb 10, 2020
BUY
N/A
23 Added 0.55%
4,242 $694,000
Q3 2019

Oct 16, 2019
BUY
N/A
19 Added 0.45%
4,219 $637,000
Q2 2019

Jul 17, 2019
BUY
N/A
15 Added 0.36%
4,200 $630,000
Q1 2019

Apr 16, 2019
BUY
N/A
23 Added 0.55%
4,185 $606,000
Q4 2018

Jan 24, 2019
BUY
N/A
4,162 New
4,162 $531,000

Others Institutions Holding VTI

# of Institutions
2,849
Shares Held
456M
Call Options Held
824K
Put Options Held
449K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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