Evergreen Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Evergreen Wealth Management, LLC

$166 Billion
Q3 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 54,502 shares of VIG stock, worth $9.93 Million. This represents 6.5% of its overall portfolio holdings.

Number of Shares

54,502

Previous 45,089 20.88%

Holding current value

$9.93 Million

Previous $8.23 Billion 31.15%

% of portfolio

6.5%

Previous 5.45%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$182.15 - $182.15 $1.71 Million - $1.71 Million	9,413 Added 20.88%	54,502 $10.8 Billion
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

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Evergreen Wealth Management, LLC Vanguard Dividend Appreciation Transaction History