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

Evergreen Wealth Management, LLC

$169 Billion
Q4 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 4,909 shares of VOT stock, worth $1.33 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

4,909

Previous 4,903 0.12%

Holding current value

$1.33 Million

Previous $1.19 Billion 4.35%

% of portfolio

0.74%

Previous 0.72%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$241.48 - $274.89 $1,448 - $1,649	6 Added 0.12%	4,909 $1.25 Billion
Q3 2024 Nov 06, 2024	SELL	$218.05 - $243.47 $126,250 - $140,969	-579 Reduced 10.56%	4,903 $1.19 Billion
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

1,009

Shares Held

40.2M

Call Options Held

24.8K

Put Options Held

5.6K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
Sector ETFs
Industry ETFs

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