Evergreen Wealth Management, LLC Vanguard Small Cap Growth ETF Transaction History

Evergreen Wealth Management, LLC

  • $167 Billion
  • Q1 2025

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 3,844 shares of VBK stock, worth $1.01 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
3,844
Previous 10,938 64.86%
Holding current value
$1.01 Million
Previous $3.06 Billion 68.4%
% of portfolio
0.58%
Previous 1.81%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$247.97 - $296.33 $1.76 Million - $2.1 Million
-7,094 Reduced 64.86%
3,844 $968 Million
Q4 2024

Jan 31, 2025
BUY
$264.18 - $304.19 $91,934 - $105,858
348 Added 3.29%
10,938 $3.06 Billion
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

# of Institutions
1,209
Shares Held
44.8M
Call Options Held
48.5K
Put Options Held
33K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

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