Evergreen Private Wealth LLC Vanguard Mid Cap ETF Transaction History

Evergreen Private Wealth LLC

  • $239 Billion
  • Q2 2025

A detailed history of Evergreen Private Wealth LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 304 shares of VO stock, worth $86,196. This represents 0.04% of its overall portfolio holdings.

Number of Shares
304
Previous 475 36.0%
Holding current value
$86,196
Previous $123 Million 30.7%
% of portfolio
0.04%
Previous 0.06%

Shares

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

Jul 16, 2025
SELL
$228.54 - $279.83 $39,080 - $47,850
-171 Reduced 36.0%
304 $85.1 Million
Q1 2025

May 01, 2025
BUY
$251.87 - $277.95 $43,069 - $47,529
171 Added 56.25%
475 $123 Million
Q4 2023

Feb 08, 2024
BUY
$195.66 - $233.95 $59,480 - $71,120
304 New
304 $70.7 Million

Others Institutions Holding VO

# of Institutions
2,393
Shares Held
204M
Call Options Held
69.3K
Put Options Held
25.1K
View Full List

About VANGUARD MID-CAP ETF

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