Evergreen Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Evergreen Wealth Management, LLC

  • $151 Billion
  • Q2 2024

A detailed history of Evergreen Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 1,739 shares of VB stock, worth $410,821. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,739
Previous 1,739 -0.0%
Holding current value
$410,821
Previous $398 Million 4.62%
% of portfolio
0.25%
Previous 0.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
SELL
$175.26 - $215.9 $3,505 - $4,318
-20 Reduced 1.14%
1,739 $371 Million
Q3 2023

Nov 14, 2023
SELL
$186.24 - $208.75 $192,758 - $216,056
-1,035 Reduced 37.04%
1,759 $333 Million
Q2 2023

Aug 03, 2023
SELL
$181.26 - $198.89 $12,869 - $14,121
-71 Reduced 2.48%
2,794 $556 Million
Q1 2023

Apr 25, 2023
BUY
$179.51 - $208.76 $46,852 - $54,486
261 Added 10.02%
2,865 $543 Million
Q4 2022

Feb 14, 2023
BUY
$172.82 - $196.57 $450,023 - $511,868
2,604 New
2,604 $478 Million

Others Institutions Holding VB

# of Institutions
2,071
Shares Held
147M
Call Options Held
62.7K
Put Options Held
89.1K
View Full List

About VANGUARD SMALL-CAP ETF

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