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 20,221 shares of VBR stock, worth $4.04 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares
20,221
Previous 19,288 4.84%
Holding current value
$4.04 Million
Previous $3.52 Billion 15.33%
% of portfolio
2.44%
Previous 2.33%

Shares

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

Nov 06, 2024

BUY
$179.99 - $201.6 $167,930 - $188,092
933 Added 4.84%
20,221 $4.06 Billion
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
$147.25 - $169.54 $1.78 Million - $2.05 Million
12,098 New
12,098 $1.92 Billion

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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