Evergreen Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History

Evergreen Wealth Management, LLC

  • $151 Billion
  • Q2 2024

A detailed history of Evergreen Wealth Management, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 10,074 shares of VOE stock, worth $1.67 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
10,074
Previous 10,074 -0.0%
Holding current value
$1.67 Million
Previous $1.57 Billion 3.51%
% of portfolio
1.0%
Previous 1.06%

Shares

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

Feb 06, 2024
SELL
$124.27 - $145.8 $212,377 - $249,172
-1,709 Reduced 14.5%
10,074 $1.46 Billion
Q3 2023

Nov 14, 2023
SELL
$130.77 - $144.24 $27,854 - $30,723
-213 Reduced 1.78%
11,783 $1.54 Billion
Q2 2023

Aug 03, 2023
BUY
$127.92 - $138.38 $1,662 - $1,798
13 Added 0.11%
11,996 $1.59 Billion
Q1 2023

Apr 25, 2023
BUY
$126.74 - $147.12 $191,377 - $222,151
1,510 Added 14.42%
11,983 $1.78 Billion
Q4 2022

Feb 14, 2023
BUY
$122.51 - $142.75 $1.28 Million - $1.5 Million
10,473 New
10,473 $1.53 Billion

Others Institutions Holding VOE

# of Institutions
1,078
Shares Held
68.4M
Call Options Held
30.6K
Put Options Held
400
View Full List

About VANGUARD MID-CAP VALUE INDEX F

VOE Quotes by TradingView
  • Ticker VOE
  • Sector ETFs
  • Industry ETFs
More about VOE
Track This Portfolio

Track Evergreen Wealth Management, LLC Portfolio

Follow Evergreen Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email