Evergreen Advisors, LLC Purchases and Sells in Q2 2025

Evergreen Advisors, LLC

$377 Million
Q2 2025

Top Buys

Incresed Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VMBS	1.31K + 0.2%	$45.2 - $46.6 $59.1K - $60.9K	646K $29.9M
VEU	69 + 0.7%	$54.19 - $67.22 $3.74K - $4.64K	9.9K $665K
IWD	146 + 3.58%	$166.82 - $194.23 $24.4K - $28.4K	4.23K $821K
SMBK	29 + 0.25%	$27.11 - $33.78 $786 - $980	11.8K $397K
AAPL	67 + 1.93%	$172.42 - $223.89 $11.6K - $15K	3.55K $727K
SCHD	4.12K + 0.29%	$24.32 - $27.87 $100K - $115K	1.44M $38.3M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	522 New	$354.56 - $497.45 $185K - $260K	522 $259K
VB	886 New	$193.73 - $237.37 $172K - $210K	886 $209K
VUG	461 New	$329.49 - $438.4 $152K - $202K	461 $202K
VO	716 New	$228.54 - $279.83 $164K - $200K	716 $200K
SCHWAB STRATEGIC TR	22K New	N/A	22K $0

Top Sells

Reduced Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGIT	-9.18K - 1.66%	$58.63 - $59.9 $538K - $550K	543K $32.5M
AGG	-404 - 4.28%	$96.84 - $99.46 $39.1K - $40.2K	9.04K $896K
NVDA	-857 - 34.57%	$94.31 - $157.99 $80.8K - $135K	1.62K $256K
VIG	-1 - 0.02%	N/A	5.67K $1.03M
VCIT	-7.18K - 1.25%	$79.56 - $82.92 $571K - $595K	565K $46.8M
SPY	-21 - 0.4%	$496.48 - $617.85 $10.4K - $13K	5.23K $3.23M

Activity Summary All Purchases 11 New Holdings 5 Increased Positions 6 All Sells 9 Reductions 9 Sold out 0 Calls 0 Puts 0

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