Evergreen Capital Management LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Evergreen Capital Management LLC

  • $3.07 Billion
  • Q2 2025

A detailed history of Evergreen Capital Management LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Evergreen Capital Management LLC holds 114,281 shares of IVOO stock, worth $12.7 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
114,281
Previous 107,430 6.38%
Holding current value
$12.7 Million
Previous $10.6 Million 13.15%
% of portfolio
0.39%
Previous 0.39%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$86.58 - $104.98 $593,159 - $719,217
6,851 Added 6.38%
114,281 $12 Million
Q1 2025

May 15, 2025
BUY
$96.85 - $111.39 $650,057 - $747,649
6,712 Added 6.66%
107,430 $10.6 Million
Q4 2024

Feb 13, 2025
BUY
$104.52 - $115.08 $3.33 Million - $3.67 Million
31,860 Added 46.27%
100,718 $10.6 Million
Q3 2024

Nov 14, 2024
BUY
$97.05 - $106.1 $2.03 Million - $2.22 Million
20,903 Added 43.59%
68,858 $7.27 Million
Q2 2024

Aug 14, 2024
BUY
$95.6 - $102.96 $4.58 Million - $4.94 Million
47,955 New
47,955 $4.75 Million

Others Institutions Holding IVOO

# of Institutions
305
Shares Held
13.6M
Call Options Held
3K
Put Options Held
100
View Full List

About VANGUARD S&P MID CAP 400 ETF

IVOO Quotes by TradingView
  • Ticker IVOO
  • Sector ETFs
  • Industry ETFs
More about IVOO
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