Evergreen Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History

Evergreen Wealth Management, LLC

  • $151 Billion
  • Q2 2024

A detailed history of Evergreen Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 5,482 shares of VOT stock, worth $1.34 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
5,482
Previous 5,482 -0.0%
Holding current value
$1.34 Million
Previous $1.29 Billion 2.64%
% of portfolio
0.83%
Previous 0.88%

Shares

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

Feb 06, 2024
SELL
$180.9 - $221.2 $148,338 - $181,384
-820 Reduced 13.01%
5,482 $1.2 Billion
Q3 2023

Nov 14, 2023
SELL
$191.65 - $213.93 $22,998 - $25,671
-120 Reduced 1.87%
6,302 $1.23 Billion
Q2 2023

Aug 03, 2023
SELL
$186.22 - $205.77 $2,048 - $2,263
-11 Reduced 0.17%
6,422 $1.29 Billion
Q1 2023

Apr 25, 2023
SELL
$177.43 - $203.61 $743,963 - $853,736
-4,193 Reduced 39.46%
6,433 $1.22 Billion
Q4 2022

Feb 14, 2023
BUY
$165.84 - $193.83 $1.76 Million - $2.06 Million
10,626 New
10,626 $1.1 Billion

Others Institutions Holding VOT

# of Institutions
948
Shares Held
38.8M
Call Options Held
15.7K
Put Options Held
4.4K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

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