A detailed history of Evergreen Wealth Management, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 10,590 shares of VBK stock, worth $3.01 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares
10,590
Previous 12,428 14.79%
Holding current value
$3.01 Million
Previous $3.11 Billion 8.92%
% of portfolio
1.7%
Previous 2.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

SELL
$240.48 - $267.94 $442,002 - $492,473
-1,838 Reduced 14.79%
10,590 $2.83 Billion
Q4 2023

Feb 06, 2024

BUY
$196.36 - $245.46 $59,300 - $74,128
302 Added 2.49%
12,428 $3 Billion
Q3 2023

Nov 14, 2023

SELL
$210.59 - $239.48 $90,764 - $103,215
-431 Reduced 3.43%
12,126 $2.6 Billion
Q2 2023

Aug 03, 2023

BUY
$209.12 - $229.74 $415,103 - $456,033
1,985 Added 18.78%
12,557 $2.88 Billion
Q1 2023

Apr 25, 2023

BUY
$198.77 - $233.54 $678,402 - $797,072
3,413 Added 47.67%
10,572 $2.29 Billion
Q4 2022

Feb 14, 2023

BUY
$192.0 - $216.09 $1.37 Million - $1.55 Million
7,159 New
7,159 $1.44 Billion

Others Institutions Holding VBK

About VANGUARD SMALL-CAP GROWTH ETF


  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
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