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

Evergreen Wealth Management, LLC

  • $148 Billion
  • Q1 2024

A detailed history of Evergreen Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 19,288 shares of VBR stock, worth $3.47 Million. This represents 2.51% of its overall portfolio holdings.

Number of Shares
19,288
Previous 19,288 -0.0%
Holding current value
$3.47 Million
Previous $3.47 Billion 6.62%
% of portfolio
2.51%
Previous 2.55%

Shares

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

Feb 06, 2024
BUY
$149.18 - $181.94 $65,788 - $80,235
441 Added 2.34%
19,288 $3.47 Billion
Q3 2023

Nov 14, 2023
SELL
$157.33 - $174.39 $209,720 - $232,461
-1,333 Reduced 6.61%
18,847 $3.01 Billion
Q2 2023

Aug 03, 2023
BUY
$150.74 - $165.4 $588,488 - $645,721
3,904 Added 23.99%
20,180 $3.34 Billion
Q1 2023

Apr 25, 2023
BUY
$150.22 - $177.69 $627,619 - $742,388
4,178 Added 34.53%
16,276 $2.58 Billion
Q4 2022

Feb 14, 2023
BUY
$156.49 - $169.54 $1.89 Million - $2.05 Million
12,098 New
12,098 $1.92 Billion

Others Institutions Holding VBR

# of Institutions
1,446
Shares Held
88.9M
Call Options Held
62.7K
Put Options Held
18.5K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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