Evergreen Wealth Management, LLC Vanguard Total Stock Market Et Transaction History

Evergreen Wealth Management, LLC

  • $148 Billion
  • Q1 2024

A detailed history of Evergreen Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 25,202 shares of VTI stock, worth $6.86 Million. This represents 4.43% of its overall portfolio holdings.

Number of Shares
25,202
Previous 25,202 -0.0%
Holding current value
$6.86 Million
Previous $5.98 Billion 9.56%
% of portfolio
4.43%
Previous 4.4%

Shares

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

Feb 06, 2024
BUY
$203.12 - $238.25 $282,336 - $331,167
1,390 Added 5.84%
25,202 $5.98 Billion
Q3 2023

Nov 14, 2023
SELL
$211.41 - $228.35 $394,702 - $426,329
-1,867 Reduced 7.27%
23,812 $5.06 Billion
Q2 2023

Aug 03, 2023
BUY
$200.75 - $220.28 $1.22 Million - $1.34 Million
6,088 Added 31.08%
25,679 $5.66 Billion
Q1 2023

Apr 25, 2023
BUY
$189.85 - $210.01 $571,638 - $632,340
3,011 Added 18.16%
19,591 $4 Billion
Q4 2022

Feb 14, 2023
BUY
$187.53 - $204.18 $3.11 Million - $3.39 Million
16,580 New
16,580 $3.17 Billion

Others Institutions Holding VTI

# of Institutions
2,849
Shares Held
456M
Call Options Held
824K
Put Options Held
449K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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