Evergreen Private Wealth LLC Vanguard Small Cap Value ETF Transaction History

Evergreen Private Wealth LLC

$239 Billion
Q2 2025

A detailed history of Evergreen Private Wealth LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 17,281 shares of VBR stock, worth $3.43 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares

17,281

Previous 16,254 6.32%

Holding current value

$3.43 Million

Previous $3.03 Billion 11.29%

% of portfolio

1.41%

Previous 1.42%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$162.76 - $195.77 $167,154 - $201,055	1,027 Added 6.32%	17,281 $3.37 Billion
Q1 2025 May 01, 2025	BUY	$183.02 - $207.75 $47,219 - $53,599	258 Added 1.61%	16,254 $3.03 Billion
Q4 2024 Feb 06, 2025	SELL	$197.36 - $217.3 $8,289 - $9,126	-42 Reduced 0.26%	15,996 $3.17 Billion
Q3 2024 Oct 31, 2024	BUY	$179.99 - $201.6 $26,998 - $30,240	150 Added 0.94%	16,038 $3.22 Billion
Q2 2024 Aug 12, 2024	BUY	$177.65 - $191.11 $41,392 - $44,528	233 Added 1.49%	15,888 $2.9 Billion
Q1 2024 Apr 16, 2024	SELL	$172.45 - $191.88 $726,186 - $808,006	-4,211 Reduced 21.2%	15,655 $3 Billion
Q4 2023 Feb 08, 2024	BUY	$149.18 - $181.94 $2.96 Million - $3.61 Million	19,866 New	19,866 $3.58 Billion

Others Institutions Holding VBR

# of Institutions

1,728

Shares Held

93.4M

Call Options Held

44.4K

Put Options Held

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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Evergreen Private Wealth LLC Vanguard Small Cap Value ETF Transaction History