Evergreen Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Evergreen Wealth Management, LLC

  • $148 Billion
  • Q1 2024

A detailed history of Evergreen Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 45,089 shares of VIG stock, worth $8.21 Million. This represents 5.57% of its overall portfolio holdings.

Number of Shares
45,089
Previous 45,089 -0.0%
Holding current value
$8.21 Million
Previous $7.68 Billion 7.17%
% of portfolio
5.57%
Previous 5.65%

Shares

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

Feb 06, 2024
BUY
$150.16 - $171.16 $62,016 - $70,689
413 Added 0.92%
45,089 $7.68 Billion
Q3 2023

Nov 14, 2023
BUY
$155.38 - $166.95 $48,478 - $52,088
312 Added 0.7%
44,676 $6.94 Billion
Q2 2023

Aug 03, 2023
BUY
$152.74 - $162.43 $587,285 - $624,543
3,845 Added 9.49%
44,364 $7.21 Billion
Q1 2023

Apr 25, 2023
SELL
$147.24 - $158.33 $41.1 Million - $44.2 Million
-279,053 Reduced 87.32%
40,519 $6.24 Billion
Q4 2022

Feb 14, 2023
BUY
$144.84 - $158.71 $46.3 Million - $50.7 Million
319,572 New
319,572 $6.25 Billion

Others Institutions Holding VIG

# of Institutions
2,139
Shares Held
192M
Call Options Held
652K
Put Options Held
272K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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