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 $1.33 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
5,482
Previous 5,482
-0.0%
Holding current value
$1.33 Million
Previous $1.29 Billion
2.64%
% of portfolio
0.83%
Previous 0.88%
Shares
5 transactions
Others Institutions Holding VOT
# of Institutions
923Shares Held
38.4MCall Options Held
15.5KPut Options Held
4.4K-
Axiom Advisory, LLC San Diego, CA2.79MShares$676 Million6.93% of portfolio
-
Royal Bank Of Canada Toronto, A62.44MShares$592 Million0.13% of portfolio
-
Morgan Stanley New York, NY2.37MShares$573 Million0.04% of portfolio
-
Assetmark, Inc2.08MShares$504 Million1.49% of portfolio
-
Bank Of America Corp Charlotte, NC1.81MShares$438 Million0.04% of portfolio